+112.5%
NET vs IONS
+47.7%
+64.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.1% | -1.9% | -1.9% |
| 7D | -7.0% | -4.8% | -2.1% | -5.4% |
| 30D | -4.8% | +7.2% | -12.0% | -7.8% |
| 3M | +3.8% | -22.7% | +26.5% | +11.3% |
| 6M | +50.0% | -26.9% | +76.9% | +63.7% |
| YTD | +41.5% | -26.6% | +68.0% | +53.4% |
| 1Y | +32.8% | -2.1% | +35.0% | +25.7% |
| 3Y | +335.9% | +43.4% | +292.4% | +196.7% |
| All | +112.5% | +47.7% | +64.7% | +32.2% |
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 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