+299.9%
NSC vs IONS
-29.6%
+329.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -3.5% | -29.4% | +25.9% | +0.2% |
| 30D | +3.9% | -35.1% | +39.1% | +9.1% |
| 3M | -0.8% | -48.9% | +48.1% | +7.1% |
| 6M | +7.1% | -62.4% | +69.5% | +19.3% |
| YTD | +16.4% | -64.2% | +80.6% | +30.3% |
| 1Y | +16.9% | -60.9% | +77.8% | +29.2% |
| 3Y | +78.4% | -38.9% | +117.3% | +80.0% |
| 5Y | +33.1% | -15.6% | +48.7% | +24.0% |
| 10Y | +299.9% | -33.5% | +333.3% | +279.2% |
| All | +299.9% | -29.6% | +329.5% | +279.2% |
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