+79.4%
NTNX vs IONS
+35.4%
+44.0%
-58.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -3.9% | -4.3% | +0.4% | -3.7% |
| 30D | +1.7% | +0.4% | +1.3% | +1.6% |
| 3M | +31.7% | -24.1% | +55.8% | +33.1% |
| 6M | +69.4% | -26.4% | +95.8% | +71.4% |
| YTD | +26.6% | -29.7% | +56.2% | +28.4% |
| 1Y | -15.2% | -13.0% | -2.2% | -16.1% |
| All | +79.4% | +35.4% | +44.0% | +62.5% |
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