+54.2%
IONS vs NVMI
+263.1%
-208.9%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.1% | +1.4% | -0.4% |
| 7D | -4.3% | +3.8% | -8.0% | -4.8% |
| 30D | +0.4% | -7.6% | +8.0% | +1.3% |
| 3M | -24.1% | -28.0% | +3.9% | -21.6% |
| 6M | -26.4% | -15.3% | -11.1% | -26.6% |
| YTD | -29.7% | +11.5% | -41.1% | -33.3% |
| 1Y | -13.0% | +31.6% | -44.6% | -20.5% |
| 3Y | +35.0% | +207.0% | -171.9% | -8.3% |
| 5Y | +54.2% | +262.8% | -208.6% | -9.5% |
| All | +54.2% | +263.1% | -208.9% | -9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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