+1,266.3%
NVDL vs IONS
-24.8%
+1,291.2%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +6.4% | -10.4% | -5.5% |
| 7D | -24.8% | -26.3% | +1.5% | -19.5% |
| 30D | -48.0% | -31.9% | -16.1% | -43.4% |
| 3M | -51.5% | -48.0% | -3.5% | -44.4% |
| 6M | -54.9% | -62.6% | +7.6% | -45.4% |
| YTD | -39.2% | -63.3% | +24.0% | -26.1% |
| 1Y | -41.1% | -58.4% | +17.3% | -30.6% |
| 3Y | +262.9% | -38.2% | +301.1% | +241.0% |
| All | +1,266.3% | -24.8% | +1,291.2% | +1,201.0% |
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