+10,603.8%
NUE vs IONS
+170.3%
+10,433.4%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +6.4% | -9.9% | -4.1% |
| 7D | +2.8% | -26.3% | +29.0% | +5.5% |
| 30D | -2.1% | -31.9% | +29.9% | +1.3% |
| 3M | -7.3% | -48.0% | +40.7% | -1.6% |
| 6M | +8.9% | -62.6% | +71.4% | +18.9% |
| YTD | +55.6% | -63.3% | +118.9% | +70.1% |
| 1Y | +74.7% | -58.4% | +133.1% | +88.6% |
| 3Y | +71.7% | -38.2% | +109.9% | +75.1% |
| 5Y | +141.2% | -11.1% | +152.3% | +134.1% |
| 10Y | +429.6% | -31.7% | +461.3% | +410.3% |
| All | +10,603.8% | +170.3% | +10,433.4% | +7,387.8% |
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