+248.8%
NBIS vs IONS
-2.1%
+250.9%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.1% | +7.6% | +7.5% |
| 7D | +8.2% | -4.8% | +13.1% | +10.9% |
| 30D | +3.4% | +7.2% | -3.8% | -1.1% |
| 3M | -12.8% | -22.7% | +9.9% | -11.5% |
| 6M | +131.5% | -26.9% | +158.4% | +151.0% |
| YTD | +170.5% | -26.6% | +197.0% | +183.6% |
| 1Y | +248.8% | -2.1% | +250.9% | +58.6% |
| All | +248.8% | -2.1% | +250.9% | +58.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling