-33.5%
NVT vs IONS
-61.6%
+28.1%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.4% | -7.1% | -0.3% |
| 7D | +8.0% | -26.3% | +34.3% | +5.9% |
| 30D | -24.8% | -31.9% | +7.2% | -26.2% |
| 3M | -32.4% | -48.0% | +15.6% | -34.6% |
| 6M | -33.5% | -62.6% | +29.1% | -39.4% |
| All | -33.5% | -61.6% | +28.1% | -39.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling