+1,980.5%
NOW vs IONS
+225.5%
+1,755.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.4% | -2.6% | -5.2% |
| 7D | -6.7% | -12.6% | +5.9% | -4.0% |
| 30D | -25.8% | -11.8% | -14.0% | -23.8% |
| 3M | -12.7% | -28.4% | +15.7% | -6.8% |
| 6M | +11.2% | -48.4% | +59.7% | +25.6% |
| YTD | -33.2% | -51.0% | +17.8% | -24.1% |
| 1Y | -41.8% | -48.0% | +6.2% | -34.9% |
| 3Y | -15.7% | -17.8% | +2.1% | -18.7% |
| 5Y | -26.0% | +15.2% | -41.2% | -35.5% |
| 10Y | +515.1% | +43.0% | +472.1% | +379.5% |
| All | +1,980.5% | +225.5% | +1,755.0% | +1,321.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling