-25.7%
NOW vs IONS
-11.1%
-14.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -21.4% | +22.1% | +4.7% |
| 7D | -3.1% | -24.8% | +21.8% | +1.6% |
| 30D | -27.0% | -31.5% | +4.5% | -22.2% |
| 3M | -17.7% | -45.2% | +27.5% | -9.0% |
| 6M | +12.7% | -59.1% | +71.8% | +30.5% |
| YTD | -32.9% | -60.8% | +27.9% | -22.1% |
| 1Y | -40.4% | -57.9% | +17.5% | -32.1% |
| 3Y | -17.1% | -34.5% | +17.4% | -20.6% |
| 5Y | -25.7% | -8.8% | -16.8% | -41.4% |
| All | -25.7% | -11.1% | -14.5% | -41.4% |
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