-25.1%
NOW vs IONS
-11.8%
-13.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +6.4% | -4.8% | +0.4% |
| 7D | +0.3% | -26.3% | +26.6% | +5.3% |
| 30D | -27.0% | -31.9% | +5.0% | -22.0% |
| 3M | -19.6% | -48.0% | +28.3% | -10.4% |
| 6M | +17.5% | -62.6% | +80.0% | +38.4% |
| YTD | -33.3% | -63.3% | +30.0% | -21.6% |
| 1Y | -39.8% | -58.4% | +18.6% | -31.6% |
| 3Y | -19.9% | -38.2% | +18.3% | -22.6% |
| All | -25.1% | -11.8% | -13.3% | -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