+1,040.6%
NBIS vs IONS
+41.2%
+999.3%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.7% | -4.4% | -4.8% |
| 7D | +8.3% | -4.3% | +12.6% | +10.1% |
| 30D | +18.1% | +0.4% | +17.6% | +17.5% |
| 3M | +7.8% | -24.1% | +31.9% | +14.8% |
| 6M | +136.6% | -26.4% | +163.0% | +156.6% |
| YTD | +172.5% | -29.7% | +202.2% | +201.5% |
| 1Y | +144.3% | -13.0% | +157.3% | +147.3% |
| All | +1,040.6% | +41.2% | +999.3% | +860.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling