+205.1%
NBIX vs IONS
+87.6%
+117.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.6% |
| 7D | +0.4% | -6.7% | +7.1% | +2.5% |
| 30D | -0.2% | -4.1% | +3.9% | +1.0% |
| 3M | -4.0% | -26.6% | +22.6% | +3.6% |
| 6M | +20.6% | -27.5% | +48.1% | +30.8% |
| YTD | +10.1% | -31.5% | +41.6% | +21.5% |
| 1Y | +8.8% | -15.3% | +24.1% | +12.1% |
| 3Y | +42.5% | +31.3% | +11.2% | +19.8% |
| 5Y | +61.5% | +50.2% | +11.3% | +24.2% |
| All | +205.1% | +87.6% | +117.5% | +79.9% |
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