+73.5%
NEE vs IONS
-34.1%
+107.7%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -21.4% | +21.3% | +0.9% |
| 7D | +2.2% | -24.8% | +27.0% | +3.4% |
| 30D | +12.3% | -31.5% | +43.8% | +14.1% |
| 3M | +3.4% | -45.2% | +48.6% | +6.3% |
| 6M | -5.3% | -59.1% | +53.7% | -1.4% |
| YTD | +10.6% | -60.8% | +71.4% | +15.4% |
| 1Y | +6.5% | -57.9% | +64.3% | +10.6% |
| 3Y | +73.5% | -34.5% | +108.0% | +72.4% |
| All | +73.5% | -34.1% | +107.7% | +72.4% |
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