-92.2%
NIO vs IONS
+17.1%
-109.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +1.6% | +4.3% | +5.4% |
| 7D | +5.6% | -9.4% | +15.0% | +8.9% |
| 30D | -4.2% | -10.7% | +6.5% | -0.8% |
| 3M | -26.3% | -27.7% | +1.4% | -19.0% |
| 6M | -42.5% | -48.7% | +6.2% | -30.9% |
| YTD | -33.5% | -50.2% | +16.6% | -19.4% |
| 1Y | -52.7% | -46.8% | -5.9% | -44.0% |
| 3Y | -57.5% | -14.8% | -42.6% | -59.9% |
| All | -92.2% | +17.1% | -109.3% | -94.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling