+149.5%
NTAP vs IONS
-36.9%
+186.3%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.4% | -8.9% | -3.0% |
| 7D | +7.2% | -26.3% | +33.5% | +9.4% |
| 30D | -18.4% | -31.9% | +13.6% | -16.0% |
| 3M | -11.3% | -48.0% | +36.7% | -6.8% |
| 6M | +53.8% | -62.6% | +116.3% | +65.3% |
| YTD | +72.0% | -63.3% | +135.2% | +85.0% |
| 1Y | +68.0% | -58.4% | +126.4% | +77.5% |
| 3Y | +149.5% | -38.2% | +187.7% | +134.1% |
| All | +149.5% | -36.9% | +186.3% | +134.1% |
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