+1,065.2%
NRG vs IONS
+87.6%
+977.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.1% |
| 7D | -4.7% | -6.7% | +2.0% | -3.5% |
| 30D | -6.0% | -4.1% | -1.9% | -5.3% |
| 3M | -8.0% | -26.6% | +18.6% | -3.9% |
| 6M | -23.2% | -27.5% | +4.4% | -19.7% |
| YTD | -28.1% | -31.5% | +3.4% | -24.2% |
| 1Y | -27.3% | -15.3% | -11.9% | -26.4% |
| 3Y | +208.7% | +31.3% | +177.4% | +176.8% |
| 5Y | +197.7% | +50.2% | +147.4% | +152.1% |
| All | +1,065.2% | +87.6% | +977.5% | +808.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling