+12.7%
NVDX vs IONS
-14.8%
+27.5%
-43.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | -0.2% |
| 7D | -10.2% | -6.7% | -3.5% | -9.9% |
| 30D | -7.3% | -4.1% | -3.2% | -7.3% |
| 3M | +5.5% | -26.6% | +32.1% | +5.5% |
| 6M | +18.3% | -27.5% | +45.8% | +18.2% |
| YTD | +11.4% | -31.5% | +42.9% | +12.9% |
| 1Y | +12.7% | -15.3% | +28.0% | +12.6% |
| All | +12.7% | -14.8% | +27.5% | +12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling