+74.0%
NTR vs IONS
-42.0%
+116.0%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.9% |
| 7D | -0.3% | -26.3% | +25.9% | +3.5% |
| 30D | +2.0% | -31.9% | +33.9% | +7.0% |
| 3M | +6.4% | -48.0% | +54.4% | +16.0% |
| 6M | +1.6% | -62.6% | +64.2% | +15.7% |
| YTD | +18.2% | -63.3% | +81.5% | +34.5% |
| 1Y | +23.9% | -58.4% | +82.3% | +37.9% |
| 3Y | +44.7% | -38.2% | +82.9% | +45.0% |
| 5Y | +21.3% | -11.1% | +32.4% | +9.0% |
| All | +74.0% | -42.0% | +116.0% | +65.1% |
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