+145.8%
TRV vs IONS
-38.5%
+184.3%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -2.4% | -29.4% | +27.0% | -2.0% |
| 30D | +7.5% | -35.1% | +42.6% | +8.1% |
| 3M | +6.7% | -48.9% | +55.6% | +7.7% |
| 6M | +35.5% | -62.4% | +97.9% | +37.4% |
| YTD | +39.3% | -64.2% | +103.5% | +41.4% |
| 1Y | +41.8% | -60.9% | +102.7% | +43.8% |
| All | +145.8% | -38.5% | +184.3% | +146.2% |
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