+69.3%
NTAP vs IONS
-61.6%
+131.0%
-29.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.6% | +5.2% | +1.5% |
| 7D | +9.9% | -29.6% | +39.5% | +8.9% |
| 30D | -22.1% | -35.6% | +13.4% | -22.7% |
| 3M | -7.7% | -51.7% | +44.0% | -9.6% |
| 6M | +60.9% | -64.0% | +124.9% | +54.0% |
| YTD | +76.4% | -65.5% | +141.9% | +69.1% |
| 1Y | +69.3% | -62.4% | +131.8% | +58.8% |
| All | +69.3% | -61.6% | +131.0% | +58.8% |
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