+4.4%
NI vs IONS
-13.5%
+17.9%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.6% |
| 7D | -0.6% | -4.3% | +3.7% | -0.4% |
| 30D | -1.4% | +0.4% | -1.8% | -1.6% |
| 3M | -10.6% | -24.1% | +13.5% | -9.7% |
| 6M | -9.9% | -26.4% | +16.5% | -8.8% |
| YTD | +1.2% | -29.7% | +30.8% | +2.4% |
| 1Y | +4.4% | -13.0% | +17.5% | -0.1% |
| All | +4.4% | -13.5% | +17.9% | -0.1% |
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