+32.3%
NSC vs IONS
-11.8%
+44.1%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -2.0% |
| 7D | +2.5% | -26.3% | +28.8% | +4.2% |
| 30D | +1.7% | -31.9% | +33.6% | +4.0% |
| 3M | -2.6% | -48.0% | +45.4% | +1.4% |
| 6M | +6.4% | -62.6% | +69.0% | +12.8% |
| YTD | +15.5% | -63.3% | +78.8% | +22.5% |
| 1Y | +17.6% | -58.4% | +76.0% | +23.5% |
| 3Y | +75.0% | -38.2% | +113.2% | +73.6% |
| All | +32.3% | -11.8% | +44.1% | +29.3% |
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