-98.5%
NVD vs IONS
-38.5%
-60.1%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.5% | -6.3% | -5.6% |
| 7D | +27.3% | -29.4% | +56.8% | +17.4% |
| 30D | +59.9% | -35.1% | +95.1% | +44.5% |
| 3M | +39.4% | -48.9% | +88.3% | +19.2% |
| 6M | +27.6% | -62.4% | +90.0% | +1.8% |
| YTD | -17.9% | -64.2% | +46.3% | -34.9% |
| 1Y | -14.5% | -60.9% | +46.4% | -30.2% |
| All | -98.5% | -38.5% | -60.1% | -98.3% |
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