+402.8%
NVT vs IONS
+53.9%
+348.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.7% | -1.5% | -2.0% |
| 7D | +2.0% | -4.3% | +6.3% | +2.6% |
| 30D | -7.2% | +0.4% | -7.6% | -7.3% |
| 3M | -0.9% | -24.1% | +23.2% | +1.5% |
| 6M | +42.6% | -26.4% | +69.0% | +46.6% |
| YTD | +52.9% | -29.7% | +82.5% | +58.1% |
| 1Y | +64.5% | -13.0% | +77.5% | +64.9% |
| 3Y | +178.0% | +35.0% | +142.9% | +151.2% |
| 5Y | +402.8% | +54.2% | +348.6% | +325.3% |
| All | +402.8% | +53.9% | +348.8% | +325.3% |
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