+129.4%
NVT vs IONS
-36.9%
+166.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -1.3% |
| 7D | +8.0% | -26.3% | +34.3% | +10.7% |
| 30D | -24.8% | -31.9% | +7.2% | -22.0% |
| 3M | -32.4% | -48.0% | +15.6% | -27.8% |
| 6M | -33.5% | -62.6% | +29.1% | -26.7% |
| YTD | +13.2% | -63.3% | +76.5% | +24.9% |
| 1Y | +9.0% | -58.4% | +67.4% | +18.0% |
| 3Y | +129.4% | -38.2% | +167.6% | +117.9% |
| All | +129.4% | -36.9% | +166.3% | +117.9% |
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