+751.2%
NVT vs IONS
+14.8%
+736.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.4% | +6.6% | +4.7% |
| 7D | +10.4% | -5.3% | +15.7% | +11.5% |
| 30D | -1.3% | +0.3% | -1.6% | -1.5% |
| 3M | -0.6% | -22.9% | +22.3% | +3.1% |
| 6M | +53.8% | -23.4% | +77.2% | +59.6% |
| YTD | +60.2% | -28.3% | +88.5% | +68.5% |
| 1Y | +76.8% | -7.0% | +83.8% | +75.0% |
| 3Y | +191.2% | +37.6% | +153.6% | +150.4% |
| 5Y | +430.9% | +53.4% | +377.5% | +322.5% |
| All | +751.2% | +14.8% | +736.5% | +591.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling