-53.5%
NIO vs IONS
-60.0%
+6.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.4% | -11.3% | -5.7% |
| 7D | -14.5% | -26.3% | +11.8% | -11.3% |
| 30D | -15.0% | -31.9% | +17.0% | -10.7% |
| 3M | -35.6% | -48.0% | +12.4% | -29.9% |
| 6M | -55.7% | -62.6% | +6.9% | -49.6% |
| YTD | -43.1% | -63.3% | +20.1% | -34.5% |
| 1Y | -53.5% | -58.4% | +4.9% | -49.9% |
| All | -53.5% | -60.0% | +6.4% | -49.9% |
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