+138.7%
TRV vs IONS
+36.3%
+102.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | +0.2% | -8.7% | +8.8% | +0.4% |
| 30D | -2.3% | -1.6% | -0.7% | -2.3% |
| 3M | +22.7% | -24.9% | +47.6% | +23.3% |
| 6M | +21.9% | -25.7% | +47.6% | +22.6% |
| YTD | +27.5% | -29.2% | +56.7% | +28.3% |
| 1Y | +36.2% | -13.0% | +49.3% | +36.6% |
| All | +138.7% | +36.3% | +102.5% | +131.8% |
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 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