-6.4%
NU vs IONS
-14.8%
+8.4%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.6% | -0.1% | -2.2% |
| 7D | -4.9% | -6.7% | +1.8% | -3.8% |
| 30D | +7.8% | -4.1% | +11.9% | +8.7% |
| 3M | +20.9% | -26.6% | +47.5% | +22.3% |
| 6M | +0.9% | -27.5% | +28.4% | +2.6% |
| YTD | -12.7% | -31.5% | +18.8% | -9.9% |
| 1Y | -6.4% | -15.3% | +8.9% | -4.6% |
| All | -6.4% | -14.8% | +8.4% | -4.6% |
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