+65.0%
NUE vs IONS
+36.3%
+28.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +0.8% |
| 7D | -2.3% | -8.7% | +6.4% | -1.0% |
| 30D | -6.1% | -1.6% | -4.5% | -5.9% |
| 3M | +1.7% | -24.9% | +26.5% | +5.1% |
| 6M | +53.1% | -25.7% | +78.7% | +58.4% |
| YTD | +59.0% | -29.2% | +88.2% | +65.7% |
| 1Y | +85.3% | -13.0% | +98.4% | +87.4% |
| All | +65.0% | +36.3% | +28.7% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling