+95.6%
NTR vs IONS
+13.2%
+82.3%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.9% |
| 7D | +3.8% | -5.3% | +9.1% | +4.7% |
| 30D | +25.2% | +0.3% | +25.0% | +25.0% |
| 3M | +21.0% | -22.9% | +43.9% | +24.9% |
| 6M | +7.6% | -23.4% | +31.0% | +10.9% |
| YTD | +32.9% | -28.3% | +61.2% | +38.2% |
| 1Y | +43.1% | -7.0% | +50.1% | +41.9% |
| 3Y | +41.6% | +37.6% | +4.0% | +25.9% |
| 5Y | +54.8% | +53.4% | +1.4% | +30.1% |
| All | +95.6% | +13.2% | +82.3% | +69.6% |
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