+22.2%
NEM vs IONS
-61.6%
+83.8%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.6% | -1.3% | -4.4% |
| 7D | -5.9% | -29.6% | +23.7% | -2.3% |
| 30D | -2.6% | -35.6% | +33.0% | +2.7% |
| 3M | -4.2% | -51.7% | +47.5% | +6.1% |
| 6M | -5.5% | -64.0% | +58.5% | +5.8% |
| YTD | +13.5% | -65.5% | +79.0% | +30.3% |
| 1Y | +22.2% | -62.4% | +84.6% | +36.6% |
| All | +22.2% | -61.6% | +83.8% | +36.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling