+508.6%
NVDA vs IONS
+17.1%
+491.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.4% |
| 7D | -8.8% | -9.4% | +0.6% | -6.8% |
| 30D | -21.4% | -10.7% | -10.7% | -19.5% |
| 3M | -14.7% | -27.7% | +13.0% | -9.0% |
| 6M | -10.0% | -48.7% | +38.7% | +2.1% |
| YTD | +0.3% | -50.2% | +50.5% | +14.3% |
| 1Y | -0.5% | -46.8% | +46.3% | +11.2% |
| 3Y | +309.2% | -14.8% | +324.0% | +279.2% |
| All | +508.6% | +17.1% | +491.5% | +368.2% |
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