+58.8%
NTAP vs IONS
-59.8%
+118.6%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.0% | -0.3% |
| 7D | -7.8% | -30.3% | +22.5% | -8.5% |
| 30D | -25.8% | -37.7% | +12.0% | -26.6% |
| 3M | -11.2% | -50.5% | +39.3% | -13.3% |
| 6M | +49.9% | -62.8% | +112.7% | +43.1% |
| YTD | +66.9% | -64.4% | +131.2% | +59.5% |
| 1Y | +58.8% | -59.5% | +118.3% | +49.0% |
| All | +58.8% | -59.8% | +118.6% | +49.0% |
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