+848.3%
NVDX vs IONS
+21.5%
+826.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | -0.9% | -8.7% | +7.8% | +1.3% |
| 30D | +3.0% | -1.6% | +4.6% | +3.1% |
| 3M | +6.8% | -24.9% | +31.7% | +12.5% |
| 6M | +28.6% | -25.7% | +54.3% | +35.8% |
| YTD | +17.0% | -29.2% | +46.2% | +25.3% |
| 1Y | +27.0% | -13.0% | +40.0% | +26.6% |
| All | +848.3% | +21.5% | +826.9% | +622.7% |
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