+373.9%
NVDX vs IONS
-37.0%
+410.9%
-68.2%
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% | -5.9% |
| 7D | -24.7% | -26.3% | +1.5% | -18.3% |
| 30D | -48.2% | -31.9% | -16.2% | -42.5% |
| 3M | -51.9% | -48.0% | -3.9% | -43.1% |
| 6M | -55.6% | -62.6% | +6.9% | -43.9% |
| YTD | -41.5% | -63.3% | +21.7% | -25.7% |
| 1Y | -44.0% | -58.4% | +14.4% | -31.7% |
| 3Y | +262.2% | -38.2% | +300.4% | +228.9% |
| All | +373.9% | -37.0% | +410.9% | +328.4% |
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