+565.3%
NUE vs IONS
+92.6%
+472.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.7% | -0.3% | -0.8% |
| 7D | -2.7% | -4.3% | +1.6% | -1.9% |
| 30D | -6.1% | +0.4% | -6.5% | -6.2% |
| 3M | +2.2% | -24.1% | +26.3% | +6.4% |
| 6M | +50.8% | -26.4% | +77.2% | +57.6% |
| YTD | +57.5% | -29.7% | +87.2% | +65.9% |
| 1Y | +82.5% | -13.0% | +95.5% | +84.6% |
| 3Y | +61.7% | +35.0% | +26.6% | +45.0% |
| 5Y | +145.1% | +54.2% | +90.9% | +107.7% |
| All | +565.3% | +92.6% | +472.7% | +383.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling