+319.4%
NEM vs IONS
+84.6%
+234.8%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.4% |
| 7D | +3.1% | -8.7% | +11.7% | +3.7% |
| 30D | +10.0% | -1.6% | +11.6% | +10.1% |
| 3M | +30.9% | -24.9% | +55.8% | +33.0% |
| 6M | +10.5% | -25.7% | +36.2% | +12.4% |
| YTD | +29.7% | -29.2% | +58.9% | +32.5% |
| 1Y | +71.1% | -13.0% | +84.1% | +72.2% |
| 3Y | +252.1% | +35.9% | +216.2% | +239.4% |
| 5Y | +157.7% | +54.5% | +103.2% | +145.8% |
| 10Y | +319.4% | +93.1% | +226.2% | +287.2% |
| All | +319.4% | +84.6% | +234.8% | +287.2% |
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