+171.4%
NTRA vs IONS
+53.9%
+117.5%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -1.0% |
| 7D | -0.5% | -4.3% | +3.8% | +1.2% |
| 30D | +4.3% | +0.4% | +3.9% | +3.9% |
| 3M | +50.6% | -24.1% | +74.7% | +62.6% |
| 6M | +63.9% | -26.4% | +90.4% | +79.4% |
| YTD | +42.4% | -29.7% | +72.0% | +57.9% |
| 1Y | +92.1% | -13.0% | +105.1% | +94.5% |
| 3Y | +501.7% | +35.0% | +466.7% | +350.9% |
| 5Y | +171.4% | +54.2% | +117.2% | +75.1% |
| All | +171.4% | +53.9% | +117.5% | +75.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling