+344.7%
IONS vs NVMI
+1,967.2%
-1,622.5%
-89.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.5% | -5.6% | -0.6% |
| 7D | -4.8% | +6.6% | -11.4% | -5.5% |
| 30D | +7.2% | -7.5% | +14.7% | +7.9% |
| 3M | -22.7% | -28.5% | +5.8% | -20.8% |
| 6M | -26.9% | -15.7% | -11.1% | -26.6% |
| YTD | -26.6% | +13.3% | -39.9% | -28.6% |
| 1Y | -2.1% | +48.3% | -50.4% | -7.8% |
| 3Y | +43.4% | +191.2% | -147.8% | +23.0% |
| 5Y | +47.0% | +268.7% | -221.7% | +22.1% |
| 10Y | +97.2% | +3,034.8% | -2,937.6% | +35.0% |
| All | +344.7% | +1,967.2% | -1,622.5% | +184.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling