+24,145.8%
NVO vs IONS
+440.4%
+23,705.4%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +2.2% | -4.8% | +7.0% | +2.5% |
| 30D | +6.0% | +7.2% | -1.2% | +5.5% |
| 3M | +7.9% | -22.7% | +30.6% | +9.5% |
| 6M | +27.1% | -26.9% | +54.0% | +29.4% |
| YTD | -3.8% | -26.6% | +22.7% | -2.2% |
| 1Y | -12.8% | -2.1% | -10.7% | -13.2% |
| 3Y | -46.3% | +43.4% | -89.7% | -48.5% |
| 5Y | +3.6% | +47.0% | -43.4% | -1.8% |
| 10Y | +157.0% | +97.2% | +59.8% | +133.6% |
| All | +24,145.8% | +440.4% | +23,705.4% | +18,673.4% |
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 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