+2,490.2%
NVDL vs IONS
+40.3%
+2,449.9%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.3% |
| 7D | -10.3% | -6.7% | -3.6% | -9.1% |
| 30D | -7.1% | -4.1% | -3.0% | -6.5% |
| 3M | +6.6% | -26.6% | +33.1% | +11.7% |
| 6M | +21.1% | -27.5% | +48.6% | +27.2% |
| YTD | +15.2% | -31.5% | +46.7% | +22.6% |
| 1Y | +18.8% | -15.3% | +34.1% | +19.6% |
| 3Y | +649.9% | +31.3% | +618.6% | +524.4% |
| All | +2,490.2% | +40.3% | +2,449.9% | +2,059.2% |
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