+448.1%
NFLX vs IONS
-27.6%
+475.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | +0.5% |
| 7D | -0.3% | -30.3% | +30.0% | +5.4% |
| 30D | -10.0% | -37.7% | +27.7% | -3.1% |
| 3M | -17.1% | -50.5% | +33.4% | -7.3% |
| 6M | -27.7% | -62.8% | +35.1% | -15.8% |
| YTD | -32.5% | -64.4% | +31.8% | -21.1% |
| 1Y | -43.5% | -59.5% | +15.9% | -35.6% |
| 3Y | +41.4% | -39.2% | +80.6% | +43.5% |
| 5Y | -2.2% | -15.3% | +13.1% | -10.0% |
| 10Y | +448.1% | -31.2% | +479.2% | +419.5% |
| All | +448.1% | -27.6% | +475.7% | +419.5% |
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