-8.5%
NKE vs IONS
-61.6%
+53.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | +0.5% |
| 7D | -1.6% | -26.3% | +24.7% | -1.7% |
| 30D | +7.6% | -31.9% | +39.6% | +7.8% |
| 3M | -6.9% | -48.0% | +41.1% | -6.7% |
| 6M | -8.5% | -62.6% | +54.0% | -7.5% |
| All | -8.5% | -61.6% | +53.1% | -7.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling