-13.0%
IONS vs NWSA
+2.0%
-15.0%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.2% |
| 7D | -8.7% | -3.1% | -5.6% | -8.9% |
| 30D | -1.6% | +4.3% | -5.9% | -1.2% |
| 3M | -24.9% | +9.2% | -34.1% | -24.2% |
| 6M | -25.7% | +21.6% | -47.2% | -25.0% |
| YTD | -29.2% | +14.2% | -43.4% | -28.2% |
| 1Y | -13.0% | +1.8% | -14.8% | -13.9% |
| All | -13.0% | +2.0% | -15.0% | -13.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 1y: compounded portfolio wealth divided by compounded NWSA 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…
1y analysis · Full analysis span regression · 6 months rolling