+1,101.8%
NBIS vs IONS
+42.1%
+1,059.6%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.0% |
| 7D | +17.8% | -8.7% | +26.4% | +21.8% |
| 30D | +30.5% | -1.6% | +32.2% | +30.9% |
| 3M | +9.2% | -24.9% | +34.1% | +17.0% |
| 6M | +153.2% | -25.7% | +178.8% | +173.3% |
| YTD | +187.1% | -29.2% | +216.3% | +216.8% |
| 1Y | +151.1% | -13.0% | +164.1% | +154.2% |
| All | +1,101.8% | +42.1% | +1,059.6% | +909.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling