-54.2%
NVD vs IONS
-13.5%
-40.7%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.1% | +4.4% |
| 7D | +9.0% | -4.3% | +13.3% | +8.8% |
| 30D | -5.5% | +0.4% | -5.9% | -5.2% |
| 3M | -24.6% | -24.1% | -0.5% | -24.7% |
| 6M | -42.1% | -26.4% | -15.6% | -42.0% |
| YTD | -44.3% | -29.7% | -14.7% | -44.9% |
| 1Y | -54.2% | -13.0% | -41.1% | -53.7% |
| All | -54.2% | -13.5% | -40.7% | -53.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling