+17,983.5%
NTAP vs IONS
+284.6%
+17,698.9%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.6% | -1.7% | -0.4% |
| 7D | -15.1% | -9.4% | -5.6% | -13.3% |
| 30D | -28.1% | -10.7% | -17.3% | -26.4% |
| 3M | -11.4% | -27.7% | +16.2% | -5.9% |
| 6M | +52.2% | -48.7% | +100.9% | +70.9% |
| YTD | +60.4% | -50.2% | +110.6% | +80.6% |
| 1Y | +51.0% | -46.8% | +97.8% | +67.5% |
| 3Y | +135.6% | -14.8% | +150.4% | +128.7% |
| 5Y | +107.5% | +17.0% | +90.5% | +82.4% |
| 10Y | +608.6% | +45.3% | +563.3% | +443.6% |
| All | +17,983.5% | +284.6% | +17,698.9% | +4,234.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling