-99.2%
NVD vs IONS
+48.4%
-147.6%
-99.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.1% | -1.3% | -1.4% |
| 7D | -11.1% | -4.8% | -6.3% | -12.1% |
| 30D | -13.3% | +7.2% | -20.4% | -11.6% |
| 3M | -19.8% | -22.7% | +2.9% | -24.0% |
| 6M | -48.8% | -26.9% | -21.9% | -51.9% |
| YTD | -49.7% | -26.6% | -23.1% | -52.5% |
| 1Y | -61.4% | -2.1% | -59.2% | -60.2% |
| 3Y | -99.1% | +43.4% | -142.6% | -98.8% |
| All | -99.2% | +48.4% | -147.6% | -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 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