-51.1%
NIO vs IONS
-59.1%
+8.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.5% | -1.7% | -1.3% |
| 7D | -1.8% | -29.4% | +27.6% | +2.6% |
| 30D | -6.6% | -35.1% | +28.5% | -1.1% |
| 3M | -29.9% | -48.9% | +19.0% | -23.4% |
| 6M | -46.6% | -62.4% | +15.8% | -39.7% |
| YTD | -36.5% | -64.2% | +27.7% | -26.4% |
| 1Y | -51.1% | -60.9% | +9.8% | -46.2% |
| All | -51.1% | -59.1% | +8.0% | -46.2% |
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