+8.5%
NI vs IONS
-44.5%
+53.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.7% | +2.2% | +1.5% |
| 7D | +3.9% | -10.6% | +14.5% | +4.3% |
| 30D | +15.3% | -7.7% | +23.0% | +15.6% |
| 3M | +2.4% | -27.1% | +29.5% | +3.5% |
| 6M | -4.5% | -46.8% | +42.3% | -2.5% |
| YTD | +11.4% | -49.2% | +60.6% | +13.8% |
| 1Y | +8.5% | -44.9% | +53.4% | +9.1% |
| All | +8.5% | -44.5% | +53.0% | +9.1% |
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 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