+670.3%
NFLX vs IONS
+88.4%
+581.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.5% |
| 7D | -5.0% | -5.3% | +0.3% | -4.2% |
| 30D | +3.5% | +0.3% | +3.3% | +3.4% |
| 3M | -7.1% | -22.9% | +15.8% | -3.9% |
| 6M | -22.5% | -23.4% | +0.9% | -19.8% |
| YTD | -18.1% | -28.3% | +10.2% | -14.6% |
| 1Y | -38.3% | -7.0% | -31.3% | -38.7% |
| 3Y | +73.4% | +37.6% | +35.8% | +54.1% |
| 5Y | +26.7% | +53.4% | -26.7% | +7.6% |
| 10Y | +670.3% | +83.9% | +586.4% | +566.6% |
| All | +670.3% | +88.4% | +581.9% | +566.6% |
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 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