+70.8%
NVT vs IONS
-14.8%
+85.6%
-27.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.6% | +7.2% | +4.7% |
| 7D | +4.1% | -6.7% | +10.7% | +4.3% |
| 30D | -5.1% | -4.1% | -1.0% | -5.1% |
| 3M | -1.2% | -26.6% | +25.4% | -2.3% |
| 6M | +46.6% | -27.5% | +74.1% | +45.3% |
| YTD | +60.0% | -31.5% | +91.5% | +60.4% |
| 1Y | +70.8% | -15.3% | +86.1% | +71.6% |
| All | +70.8% | -14.8% | +85.6% | +71.6% |
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