+10.1%
NI vs IONS
-60.0%
+70.0%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.4% | -5.9% | +0.5% |
| 7D | +4.3% | -26.3% | +30.6% | +4.5% |
| 30D | +12.4% | -31.9% | +44.3% | +12.9% |
| 3M | +10.2% | -48.0% | +58.2% | +11.7% |
| 6M | -0.8% | -62.6% | +61.7% | +1.6% |
| YTD | +13.2% | -63.3% | +76.5% | +15.8% |
| 1Y | +10.1% | -58.4% | +68.5% | +8.8% |
| All | +10.1% | -60.0% | +70.0% | +8.8% |
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