+19.3%
NU vs IONS
-11.6%
+30.8%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.5% | +1.5% | +1.8% |
| 7D | +2.8% | -29.4% | +32.2% | +12.3% |
| 30D | -23.0% | -35.1% | +12.1% | -13.9% |
| 3M | -9.7% | -48.9% | +39.1% | +8.5% |
| 6M | -8.7% | -62.4% | +53.7% | +18.2% |
| YTD | -26.4% | -64.2% | +37.8% | -3.4% |
| 1Y | -24.8% | -60.9% | +36.1% | -4.3% |
| 3Y | +44.6% | -38.9% | +83.5% | +45.7% |
| All | +19.3% | -11.6% | +30.8% | -13.0% |
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