-57.5%
NIO vs IONS
-16.4%
-41.1%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.7% |
| 7D | +5.6% | -9.4% | +15.0% | +7.4% |
| 30D | -4.2% | -10.7% | +6.5% | -2.4% |
| 3M | -26.3% | -27.7% | +1.4% | -22.4% |
| 6M | -42.5% | -48.7% | +6.2% | -36.4% |
| YTD | -33.5% | -50.2% | +16.6% | -26.0% |
| 1Y | -52.7% | -46.8% | -5.9% | -47.9% |
| 3Y | -57.5% | -14.8% | -42.6% | -56.8% |
| All | -57.5% | -16.4% | -41.1% | -56.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling