+808.8%
NOW vs IONS
+96.6%
+712.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.9% | -3.0% |
| 7D | -2.4% | -4.8% | +2.5% | -1.4% |
| 30D | +20.5% | +7.2% | +13.3% | +18.2% |
| 3M | +18.3% | -22.7% | +41.0% | +23.4% |
| 6M | +24.1% | -26.9% | +50.9% | +30.5% |
| YTD | -7.8% | -26.6% | +18.8% | -3.5% |
| 1Y | -21.4% | -2.1% | -19.3% | -23.7% |
| 3Y | +19.5% | +43.4% | -23.9% | -0.5% |
| 5Y | +4.1% | +47.0% | -42.9% | -16.3% |
| All | +808.8% | +96.6% | +712.2% | +631.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling