-40.3%
NOW vs IONS
-59.1%
+18.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.2% |
| 7D | -5.6% | -29.4% | +23.9% | -7.7% |
| 30D | -26.8% | -35.1% | +8.4% | -28.9% |
| 3M | -19.4% | -48.9% | +29.5% | -24.3% |
| 6M | +12.3% | -62.4% | +74.7% | +4.3% |
| YTD | -32.9% | -64.2% | +31.3% | -39.5% |
| 1Y | -40.3% | -60.9% | +20.6% | -46.3% |
| All | -40.3% | -59.1% | +18.8% | -46.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling