-2.7%
NFLX vs IONS
+17.1%
-19.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +1.6% | -4.9% | -3.5% |
| 7D | +2.1% | -9.4% | +11.6% | +3.7% |
| 30D | -9.0% | -10.7% | +1.7% | -7.5% |
| 3M | -14.0% | -27.7% | +13.7% | -9.9% |
| 6M | -28.2% | -48.7% | +20.5% | -21.3% |
| YTD | -32.4% | -50.2% | +17.8% | -25.9% |
| 1Y | -42.2% | -46.8% | +4.6% | -37.4% |
| 3Y | +45.9% | -14.8% | +60.7% | +39.2% |
| All | -2.7% | +17.1% | -19.8% | -18.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling