+531.8%
RVMD vs IONS
+36.3%
+495.6%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | -8.7% | +7.9% | +2.3% |
| 30D | +0.3% | -1.6% | +2.0% | +0.7% |
| 3M | +38.9% | -24.9% | +63.8% | +49.6% |
| 6M | +108.1% | -25.7% | +133.8% | +125.1% |
| YTD | +160.7% | -29.2% | +189.9% | +186.4% |
| 1Y | +407.3% | -13.0% | +420.3% | +414.9% |
| All | +531.8% | +36.3% | +495.6% | +395.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling