+613,227.1%
NVDA vs IONS
+322.5%
+612,904.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +5.9% | -4.8% | +10.7% | +6.9% |
| 30D | +5.1% | +7.2% | -2.1% | +3.5% |
| 3M | +5.4% | -22.7% | +28.0% | +9.4% |
| 6M | +26.0% | -26.9% | +52.9% | +32.1% |
| YTD | +23.7% | -26.6% | +50.2% | +29.3% |
| 1Y | +34.4% | -2.1% | +36.5% | +32.3% |
| 3Y | +375.8% | +43.4% | +332.4% | +318.6% |
| 5Y | +911.8% | +47.0% | +864.8% | +771.2% |
| 10Y | +14,899.8% | +97.2% | +14,802.6% | +11,468.9% |
| All | +613,227.1% | +322.5% | +612,904.6% | +264,233.4% |
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