+476,136.0%
NVDA vs IONS
+125.5%
+476,010.6%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -21.4% | +17.1% | -0.1% |
| 7D | -11.6% | -24.8% | +13.3% | -6.9% |
| 30D | -22.1% | -31.5% | +9.5% | -16.5% |
| 3M | -20.1% | -45.2% | +25.1% | -11.0% |
| 6M | -16.8% | -59.1% | +42.3% | -3.0% |
| YTD | -4.0% | -60.8% | +56.8% | +12.7% |
| 1Y | -4.8% | -57.9% | +53.0% | +9.9% |
| 3Y | +281.7% | -34.5% | +316.2% | +290.2% |
| 5Y | +485.4% | -8.8% | +494.2% | +450.9% |
| 10Y | +10,310.1% | -19.2% | +10,329.3% | +9,436.4% |
| All | +476,136.0% | +125.5% | +476,010.6% | +230,219.6% |
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 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