+579.8%
RVMD vs IONS
+52.5%
+527.3%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.7% | -8.7% | +7.9% | +3.3% |
| 30D | +0.3% | -1.6% | +2.0% | +0.8% |
| 3M | +38.9% | -24.9% | +63.8% | +53.3% |
| 6M | +108.1% | -25.7% | +133.8% | +130.8% |
| YTD | +160.7% | -29.2% | +189.9% | +194.8% |
| 1Y | +407.3% | -13.0% | +420.3% | +416.8% |
| 3Y | +546.6% | +35.9% | +510.6% | +376.1% |
| 5Y | +579.8% | +54.5% | +525.3% | +330.5% |
| All | +579.8% | +52.5% | +527.3% | +330.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling