-99.2%
NVD vs IONS
+43.1%
-142.3%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.1% | +1.6% |
| 7D | +0.5% | -8.7% | +9.2% | -1.6% |
| 30D | -9.3% | -1.6% | -7.7% | -9.5% |
| 3M | -22.1% | -24.9% | +2.8% | -26.6% |
| 6M | -45.8% | -25.7% | -20.1% | -48.8% |
| YTD | -46.7% | -29.2% | -17.5% | -50.2% |
| 1Y | -59.5% | -13.0% | -46.4% | -59.7% |
| 3Y | -99.2% | +35.9% | -135.1% | -98.8% |
| All | -99.2% | +43.1% | -142.3% | -98.9% |
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