+1,119.4%
NBIS vs IONS
+43.9%
+1,075.5%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.4% | +10.1% | +8.7% |
| 7D | +22.2% | -5.3% | +27.5% | +24.6% |
| 30D | +29.7% | +0.3% | +29.5% | +29.1% |
| 3M | +11.9% | -22.9% | +34.8% | +18.5% |
| 6M | +173.0% | -23.4% | +196.4% | +191.0% |
| YTD | +191.4% | -28.3% | +219.7% | +219.9% |
| 1Y | +280.7% | -7.0% | +287.7% | +277.6% |
| All | +1,119.4% | +43.9% | +1,075.5% | +918.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling