+396.3%
NVDA vs IONS
+39.5%
+356.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.7% |
| 7D | +3.8% | -5.3% | +9.1% | +4.5% |
| 30D | +0.8% | +0.3% | +0.5% | +0.6% |
| 3M | +8.2% | -22.9% | +31.1% | +10.7% |
| 6M | +27.1% | -23.4% | +50.5% | +30.1% |
| YTD | +21.2% | -28.3% | +49.5% | +25.2% |
| 1Y | +34.3% | -7.0% | +41.3% | +32.9% |
| 3Y | +396.3% | +37.6% | +358.6% | +335.4% |
| All | +396.3% | +39.5% | +356.7% | +335.4% |
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 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