+28.0%
NU vs IONS
-9.3%
+37.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +6.4% | +5.3% | +9.9% |
| 7D | +9.9% | -26.3% | +36.2% | +18.7% |
| 30D | -11.5% | -31.9% | +20.5% | -2.2% |
| 3M | -5.1% | -48.0% | +42.9% | +13.6% |
| 6M | +3.1% | -62.6% | +65.7% | +34.1% |
| YTD | -21.0% | -63.3% | +42.2% | +3.0% |
| 1Y | -15.2% | -58.4% | +43.2% | +5.9% |
| 3Y | +56.4% | -38.2% | +94.7% | +58.0% |
| All | +28.0% | -9.3% | +37.3% | -7.2% |
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 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