+3,059.8%
NTRA vs IONS
+87.6%
+2,972.1%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.6% | +3.4% | +1.8% |
| 7D | +0.2% | -6.7% | +6.9% | +2.8% |
| 30D | +4.1% | -4.1% | +8.2% | +5.5% |
| 3M | +50.0% | -26.6% | +76.6% | +64.1% |
| 6M | +67.3% | -27.5% | +94.8% | +84.1% |
| YTD | +43.6% | -31.5% | +75.1% | +60.7% |
| 1Y | +89.2% | -15.3% | +104.6% | +94.6% |
| 3Y | +502.5% | +31.3% | +471.3% | +383.0% |
| 5Y | +173.8% | +50.2% | +123.6% | +104.5% |
| All | +3,059.8% | +87.6% | +2,972.1% | +2,100.2% |
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