-43.5%
NFLX vs IONS
-59.8%
+16.2%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.1% | +8.0% | -0.7% |
| 7D | -0.3% | -30.3% | +30.0% | +1.1% |
| 30D | -10.0% | -37.7% | +27.7% | -8.2% |
| 3M | -17.1% | -50.5% | +33.4% | -14.3% |
| 6M | -27.7% | -62.8% | +35.1% | -24.8% |
| YTD | -32.5% | -64.4% | +31.8% | -31.1% |
| 1Y | -43.5% | -59.5% | +15.9% | -43.6% |
| All | -43.5% | -59.8% | +16.2% | -43.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling