+95.8%
NI vs IONS
+52.5%
+43.3%
-24.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.5% |
| 7D | +1.3% | -8.7% | +9.9% | +1.8% |
| 30D | -0.3% | -1.6% | +1.4% | -0.2% |
| 3M | -9.5% | -24.9% | +15.4% | -8.2% |
| 6M | -10.2% | -25.7% | +15.4% | -9.0% |
| YTD | +1.8% | -29.2% | +31.0% | +3.5% |
| 1Y | +5.7% | -13.0% | +18.7% | +5.9% |
| 3Y | +69.6% | +35.9% | +33.7% | +62.9% |
| 5Y | +95.8% | +54.5% | +41.3% | +84.0% |
| All | +95.8% | +52.5% | +43.3% | +84.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling