+74.6%
NSC vs IONS
+43.7%
+30.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -5.5% | -4.8% | -0.7% | -5.2% |
| 30D | -3.2% | +7.2% | -10.4% | -3.6% |
| 3M | +7.7% | -22.7% | +30.4% | +8.8% |
| 6M | +4.5% | -26.9% | +31.4% | +5.9% |
| YTD | +15.6% | -26.6% | +42.1% | +17.1% |
| 1Y | +19.8% | -2.1% | +22.0% | +18.9% |
| All | +74.6% | +43.7% | +30.9% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling