-90.6%
NIO vs IONS
+47.7%
-138.4%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | -13.0% | -4.8% | -8.2% | -11.8% |
| 30D | -18.3% | +7.2% | -25.5% | -20.2% |
| 3M | -33.2% | -22.7% | -10.5% | -29.1% |
| 6M | -21.5% | -26.9% | +5.4% | -15.3% |
| YTD | -25.5% | -26.6% | +1.1% | -19.7% |
| 1Y | -38.0% | -2.1% | -35.9% | -39.6% |
| 3Y | -65.5% | +43.4% | -108.9% | -73.0% |
| All | -90.6% | +47.7% | -138.4% | -93.1% |
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