+91.7%
NVS vs IONS
+52.5%
+39.2%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.1% | 0.0% |
| 7D | -15.4% | -8.7% | -6.7% | -14.6% |
| 30D | -12.3% | -1.6% | -10.7% | -12.1% |
| 3M | -7.8% | -24.9% | +17.1% | -5.6% |
| 6M | -13.0% | -25.7% | +12.7% | -10.8% |
| YTD | +2.8% | -29.2% | +31.9% | +5.7% |
| 1Y | +10.6% | -13.0% | +23.6% | +11.5% |
| 3Y | +55.1% | +35.9% | +19.1% | +46.2% |
| 5Y | +91.7% | +54.5% | +37.2% | +77.6% |
| All | +91.7% | +52.5% | +39.2% | +77.6% |
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 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