+192.9%
NRG vs IONS
+53.9%
+139.0%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.7% | -2.6% | -3.1% |
| 7D | -0.2% | -4.3% | +4.1% | +0.5% |
| 30D | -6.8% | +0.4% | -7.2% | -6.9% |
| 3M | -7.1% | -24.1% | +17.0% | -4.4% |
| 6M | -27.6% | -26.4% | -1.1% | -25.1% |
| YTD | -29.2% | -29.7% | +0.5% | -26.4% |
| 1Y | -29.9% | -13.0% | -16.8% | -29.6% |
| 3Y | +198.7% | +35.0% | +163.6% | +167.5% |
| 5Y | +192.9% | +54.2% | +138.7% | +147.6% |
| All | +192.9% | +53.9% | +139.0% | +147.6% |
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