+140.2%
NI vs IONS
+92.6%
+47.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.5% |
| 7D | -0.6% | -4.3% | +3.7% | -0.2% |
| 30D | -1.4% | +0.4% | -1.8% | -1.5% |
| 3M | -10.6% | -24.1% | +13.5% | -8.9% |
| 6M | -9.9% | -26.4% | +16.5% | -8.0% |
| YTD | +1.2% | -29.7% | +30.8% | +3.6% |
| 1Y | +4.4% | -13.0% | +17.5% | +4.8% |
| 3Y | +68.6% | +35.0% | +33.6% | +59.7% |
| 5Y | +98.0% | +54.2% | +43.8% | +82.3% |
| All | +140.2% | +92.6% | +47.6% | +125.5% |
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