+99.0%
NTRA vs IONS
-44.5%
+143.6%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.3% | +0.8% |
| 7D | -7.9% | -10.6% | +2.7% | -5.2% |
| 30D | -8.1% | -7.7% | -0.4% | -6.2% |
| 3M | +42.1% | -27.1% | +69.2% | +52.3% |
| 6M | +84.8% | -46.8% | +131.6% | +101.2% |
| YTD | +70.7% | -49.2% | +119.9% | +86.0% |
| 1Y | +99.0% | -44.9% | +144.0% | +114.8% |
| All | +99.0% | -44.5% | +143.6% | +114.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling