+309.6%
NSC vs IONS
+17.3%
+292.3%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.0% |
| 7D | -6.6% | -9.4% | +2.8% | -5.5% |
| 30D | +2.2% | -10.7% | +12.9% | +3.5% |
| 3M | -6.2% | -27.7% | +21.5% | -2.5% |
| 6M | +1.7% | -48.7% | +50.4% | +9.6% |
| YTD | +12.2% | -50.2% | +62.4% | +21.2% |
| 1Y | +15.4% | -46.8% | +62.2% | +23.4% |
| 3Y | +73.3% | -14.8% | +88.2% | +68.7% |
| 5Y | +24.7% | +17.0% | +7.7% | +12.2% |
| All | +309.6% | +17.3% | +292.3% | +258.8% |
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