+293.8%
TRV vs IONS
+92.6%
+201.2%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.6% |
| 7D | -1.5% | -4.3% | +2.8% | -1.1% |
| 30D | -1.8% | +0.4% | -2.2% | -1.9% |
| 3M | +21.6% | -24.1% | +45.7% | +23.9% |
| 6M | +22.5% | -26.4% | +48.9% | +25.1% |
| YTD | +28.1% | -29.7% | +57.8% | +31.3% |
| 1Y | +37.0% | -13.0% | +50.1% | +37.6% |
| 3Y | +141.9% | +35.0% | +106.8% | +127.9% |
| 5Y | +158.5% | +54.2% | +104.3% | +134.8% |
| All | +293.8% | +92.6% | +201.2% | +268.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling