+10,974.6%
NUE vs IONS
+440.4%
+10,534.2%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.1% | -0.5% | -0.5% |
| 7D | +4.2% | -4.8% | +9.1% | +4.7% |
| 30D | -5.0% | +7.2% | -12.2% | -5.7% |
| 3M | -0.2% | -22.7% | +22.5% | +1.9% |
| 6M | +49.1% | -26.9% | +76.0% | +53.1% |
| YTD | +61.0% | -26.6% | +87.6% | +65.1% |
| 1Y | +82.5% | -2.1% | +84.7% | +81.7% |
| 3Y | +57.9% | +43.4% | +14.5% | +48.6% |
| 5Y | +146.6% | +47.0% | +99.6% | +128.3% |
| 10Y | +561.6% | +97.2% | +464.4% | +477.3% |
| All | +10,974.6% | +440.4% | +10,534.2% | +7,167.1% |
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 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