+146.8%
NUE vs IONS
+52.5%
+94.3%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +5.3% |
| 6M | +53.1% | -25.7% | +78.7% | +58.7% |
| YTD | +59.0% | -29.2% | +88.2% | +66.0% |
| 1Y | +85.3% | -13.0% | +98.4% | +87.3% |
| 3Y | +63.2% | +35.9% | +27.3% | +47.3% |
| 5Y | +146.8% | +54.5% | +92.3% | +113.0% |
| All | +146.8% | +52.5% | +94.3% | +113.0% |
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 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