+1,723.2%
NTRA vs IONS
-0.7%
+1,723.9%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.6% | -4.8% | +5.4% | +2.2% |
| 30D | +19.5% | +7.2% | +12.3% | +16.8% |
| 3M | +47.8% | -22.7% | +70.4% | +57.7% |
| 6M | +61.6% | -26.9% | +88.5% | +75.8% |
| YTD | +43.3% | -26.6% | +69.8% | +55.2% |
| 1Y | +97.0% | -2.1% | +99.2% | +93.0% |
| 3Y | +424.9% | +43.4% | +381.5% | +322.4% |
| 5Y | +165.2% | +47.0% | +118.2% | +109.0% |
| 10Y | +3,114.3% | +97.2% | +3,017.1% | +2,190.5% |
| All | +1,723.2% | -0.7% | +1,723.9% | +1,322.4% |
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