+344.9%
TRV vs IONS
-32.1%
+377.0%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.5% |
| 7D | +2.0% | -26.3% | +28.3% | +4.5% |
| 30D | +6.7% | -31.9% | +38.7% | +10.0% |
| 3M | +9.4% | -48.0% | +57.3% | +15.3% |
| 6M | +37.7% | -62.6% | +100.3% | +49.0% |
| YTD | +40.6% | -63.3% | +103.9% | +52.2% |
| 1Y | +42.4% | -58.4% | +100.8% | +52.3% |
| 3Y | +148.1% | -38.2% | +186.3% | +149.9% |
| 5Y | +181.7% | -11.1% | +192.8% | +164.3% |
| All | +344.9% | -32.1% | +377.0% | +337.5% |
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 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