+1,381.0%
NET vs IONS
-39.5%
+1,420.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.3% |
| 7D | -16.4% | -10.6% | -5.8% | -12.8% |
| 30D | -25.8% | -7.7% | -18.1% | -23.8% |
| 3M | -11.5% | -27.1% | +15.6% | -2.0% |
| 6M | +18.9% | -46.8% | +65.7% | +44.6% |
| YTD | +35.2% | -49.2% | +84.5% | +66.2% |
| 1Y | +14.5% | -44.9% | +59.4% | +35.4% |
| 3Y | +313.8% | -14.9% | +328.7% | +273.2% |
| 5Y | +32.6% | +15.9% | +16.6% | +2.2% |
| All | +1,381.0% | -39.5% | +1,420.5% | +1,214.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling