-98.6%
NVD vs IONS
-30.2%
-68.4%
-99.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -3.6% | +12.6% | +8.0% |
| 7D | +17.0% | -29.6% | +46.6% | +8.0% |
| 30D | +77.3% | -35.6% | +112.8% | +60.6% |
| 3M | +61.6% | -51.7% | +113.3% | +37.2% |
| 6M | +40.7% | -64.0% | +104.6% | +12.2% |
| YTD | -10.5% | -65.5% | +55.0% | -28.8% |
| 1Y | -6.1% | -62.4% | +56.3% | -23.4% |
| 3Y | -98.4% | -41.1% | -57.3% | -98.2% |
| All | -98.6% | -30.2% | -68.4% | -98.4% |
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