+4,357.5%
NI vs IONS
+440.4%
+3,917.2%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | +2.0% | -4.8% | +6.9% | +2.3% |
| 30D | -3.5% | +7.2% | -10.7% | -3.9% |
| 3M | -9.1% | -22.7% | +13.6% | -8.1% |
| 6M | -11.8% | -26.9% | +15.0% | -10.7% |
| YTD | +1.1% | -26.6% | +27.7% | +2.4% |
| 1Y | +6.7% | -2.1% | +8.8% | +6.4% |
| 3Y | +71.1% | +43.4% | +27.6% | +65.4% |
| 5Y | +94.3% | +47.0% | +47.3% | +86.0% |
| 10Y | +135.8% | +97.2% | +38.6% | +118.1% |
| All | +4,357.5% | +440.4% | +3,917.2% | +3,545.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling