+450,068.2%
NVDA vs IONS
+105.0%
+449,963.2%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -9.1% | +3.6% | -3.7% |
| 7D | -18.3% | -30.3% | +12.0% | -12.7% |
| 30D | -26.3% | -37.7% | +11.4% | -19.6% |
| 3M | -22.3% | -50.5% | +28.2% | -11.6% |
| 6M | -21.3% | -62.8% | +41.4% | -6.6% |
| YTD | -9.2% | -64.4% | +55.1% | +8.5% |
| 1Y | -14.9% | -59.5% | +44.5% | -1.0% |
| 3Y | +250.5% | -39.2% | +289.7% | +263.6% |
| 5Y | +475.8% | -15.3% | +491.2% | +449.8% |
| 10Y | +10,058.2% | -31.2% | +10,089.4% | +9,497.5% |
| All | +450,068.2% | +105.0% | +449,963.2% | +221,684.4% |
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