-52.7%
NIO vs IONS
-61.6%
+8.9%
-55.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.3% | -5.3% |
| 7D | -4.7% | -29.6% | +24.9% | -0.4% |
| 30D | -14.3% | -35.6% | +21.2% | -9.2% |
| 3M | -32.8% | -51.7% | +18.9% | -25.9% |
| 6M | -49.8% | -64.0% | +14.1% | -42.8% |
| YTD | -40.2% | -65.5% | +25.3% | -30.3% |
| 1Y | -52.7% | -62.4% | +9.7% | -47.5% |
| All | -52.7% | -61.6% | +8.9% | -47.5% |
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