+452.9%
NFLX vs IONS
-36.2%
+489.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.2% |
| 7D | -4.4% | -29.6% | +25.2% | +0.9% |
| 30D | -11.0% | -35.6% | +24.5% | -4.7% |
| 3M | -15.5% | -51.7% | +36.2% | -5.0% |
| 6M | -28.5% | -64.0% | +35.5% | -16.1% |
| YTD | -33.1% | -65.5% | +32.3% | -21.3% |
| 1Y | -45.8% | -62.4% | +16.6% | -37.3% |
| 3Y | +40.2% | -41.1% | +81.3% | +43.0% |
| 5Y | -8.2% | -16.5% | +8.3% | -15.4% |
| All | +452.9% | -36.2% | +489.1% | +420.9% |
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