+651.2%
NVDL vs IONS
+35.4%
+615.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.7% | -4.0% | -4.5% |
| 7D | -8.7% | -4.3% | -4.4% | -7.7% |
| 30D | -1.3% | +0.4% | -1.7% | -1.7% |
| 3M | +11.4% | -24.1% | +35.5% | +16.7% |
| 6M | +22.9% | -26.4% | +49.3% | +29.9% |
| YTD | +15.4% | -29.7% | +45.1% | +23.4% |
| 1Y | +18.8% | -13.0% | +31.8% | +18.5% |
| All | +651.2% | +35.4% | +615.9% | +489.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling