+16.2%
NSC vs IONS
-59.8%
+76.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +0.8% |
| 7D | -3.4% | -30.3% | +26.8% | -2.8% |
| 30D | +3.6% | -37.7% | +41.4% | +4.7% |
| 3M | -1.4% | -50.5% | +49.1% | +0.6% |
| 6M | +6.0% | -62.8% | +68.7% | +7.6% |
| YTD | +15.5% | -64.4% | +79.9% | +17.9% |
| 1Y | +16.2% | -59.5% | +75.7% | +15.4% |
| All | +16.2% | -59.8% | +76.0% | +15.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling