+4,273.2%
NKE vs IONS
+440.4%
+3,832.9%
-76.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -0.9% |
| 7D | -2.0% | -4.8% | +2.8% | -1.6% |
| 30D | -8.6% | +7.2% | -15.8% | -9.1% |
| 3M | -11.0% | -22.7% | +11.6% | -9.7% |
| 6M | -33.2% | -26.9% | -6.3% | -32.0% |
| YTD | -38.1% | -26.6% | -11.6% | -37.0% |
| 1Y | -47.4% | -2.1% | -45.2% | -47.6% |
| 3Y | -59.8% | +43.4% | -103.2% | -61.7% |
| 5Y | -74.2% | +47.0% | -121.2% | -75.8% |
| 10Y | -23.5% | +97.2% | -120.6% | -31.4% |
| All | +4,273.2% | +440.4% | +3,832.9% | +2,850.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling