+90.2%
NTR vs IONS
+8.2%
+81.9%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.6% | +2.2% | 0.0% |
| 7D | -1.3% | -6.7% | +5.4% | -0.2% |
| 30D | +16.8% | -4.1% | +20.9% | +17.4% |
| 3M | +20.7% | -26.6% | +47.3% | +25.6% |
| 6M | +0.5% | -27.5% | +28.1% | +4.5% |
| YTD | +29.2% | -31.5% | +60.7% | +35.3% |
| 1Y | +39.6% | -15.3% | +54.9% | +40.6% |
| 3Y | +37.9% | +31.3% | +6.6% | +23.5% |
| 5Y | +47.1% | +50.2% | -3.1% | +23.9% |
| All | +90.2% | +8.2% | +81.9% | +66.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling