+178.3%
TRV vs IONS
-14.9%
+193.2%
-18.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.8% | -0.3% |
| 7D | -2.4% | -29.4% | +27.0% | -1.5% |
| 30D | +7.5% | -35.1% | +42.6% | +8.7% |
| 3M | +6.7% | -48.9% | +55.6% | +8.7% |
| 6M | +35.5% | -62.4% | +97.9% | +39.2% |
| YTD | +39.3% | -64.2% | +103.5% | +43.3% |
| 1Y | +41.8% | -60.9% | +102.7% | +45.5% |
| 3Y | +147.3% | -38.9% | +186.2% | +147.6% |
| 5Y | +178.3% | -15.6% | +193.9% | +177.5% |
| All | +178.3% | -14.9% | +193.2% | +177.5% |
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