+934.6%
NVDA vs IONS
+55.3%
+879.3%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.9% |
| 7D | +5.9% | -4.8% | +10.7% | +7.0% |
| 30D | +5.1% | +7.2% | -2.1% | +3.3% |
| 3M | +5.4% | -22.7% | +28.0% | +9.8% |
| 6M | +26.0% | -26.9% | +52.9% | +32.9% |
| YTD | +23.7% | -26.6% | +50.2% | +30.1% |
| 1Y | +34.4% | -2.1% | +36.5% | +30.7% |
| 3Y | +375.8% | +43.4% | +332.4% | +284.5% |
| All | +934.6% | +55.3% | +879.3% | +673.6% |
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