+70.6%
NI vs IONS
+39.5%
+31.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.4% |
| 7D | +2.3% | -5.3% | +7.6% | +2.6% |
| 30D | -1.7% | +0.3% | -1.9% | -1.7% |
| 3M | -8.0% | -22.9% | +14.9% | -7.0% |
| 6M | -8.6% | -23.4% | +14.8% | -7.7% |
| YTD | +2.3% | -28.3% | +30.7% | +3.8% |
| 1Y | +6.9% | -7.0% | +14.0% | +6.8% |
| 3Y | +70.6% | +37.6% | +32.9% | +66.1% |
| All | +70.6% | +39.5% | +31.0% | +66.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling