-26.0%
NOW vs IONS
+13.2%
-39.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.4% | -2.6% | -5.3% |
| 7D | -6.7% | -12.6% | +5.9% | -4.2% |
| 30D | -25.8% | -11.8% | -14.0% | -24.0% |
| 3M | -12.7% | -28.4% | +15.7% | -7.6% |
| 6M | +11.2% | -48.4% | +59.7% | +24.2% |
| YTD | -33.2% | -51.0% | +17.8% | -25.0% |
| 1Y | -41.8% | -48.0% | +6.2% | -35.8% |
| 3Y | -15.7% | -17.8% | +2.1% | -22.1% |
| 5Y | -26.0% | +15.2% | -41.2% | -46.0% |
| All | -26.0% | +13.2% | -39.2% | -46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling