+504.4%
NOW vs IONS
-36.2%
+540.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.6% | +1.6% | -1.2% |
| 7D | -1.7% | -29.6% | +28.0% | +5.6% |
| 30D | -27.4% | -35.6% | +8.2% | -20.3% |
| 3M | -19.4% | -51.7% | +32.3% | -6.2% |
| 6M | +13.1% | -64.0% | +77.1% | +39.0% |
| YTD | -34.3% | -65.5% | +31.2% | -18.9% |
| 1Y | -41.8% | -62.4% | +20.7% | -29.8% |
| 3Y | -20.7% | -41.1% | +20.4% | -19.9% |
| 5Y | -27.2% | -16.5% | -10.7% | -35.6% |
| All | +504.4% | -36.2% | +540.6% | +455.2% |
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