+45.9%
NFLX vs IONS
-16.4%
+62.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.4% |
| 7D | +2.1% | -9.4% | +11.6% | +2.9% |
| 30D | -9.0% | -10.7% | +1.7% | -8.3% |
| 3M | -14.0% | -27.7% | +13.7% | -12.0% |
| 6M | -28.2% | -48.7% | +20.5% | -25.1% |
| YTD | -32.4% | -50.2% | +17.8% | -29.5% |
| 1Y | -42.2% | -46.8% | +4.6% | -40.1% |
| 3Y | +45.9% | -14.8% | +60.7% | +41.1% |
| All | +45.9% | -16.4% | +62.3% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling