+45.2%
NU vs IONS
+74.8%
-29.6%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -0.9% | -1.8% |
| 7D | -2.6% | -8.7% | +6.1% | +0.1% |
| 30D | +8.2% | -1.6% | +9.8% | +8.7% |
| 3M | +26.3% | -24.9% | +51.1% | +35.0% |
| 6M | +2.2% | -25.7% | +27.9% | +9.7% |
| YTD | -10.4% | -29.2% | +18.8% | -2.5% |
| 1Y | -3.0% | -13.0% | +10.0% | -2.0% |
| 3Y | +120.3% | +35.9% | +84.3% | +69.5% |
| All | +45.2% | +74.8% | -29.6% | -12.2% |
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 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