-9.4%
NVTS vs IONS
+79.0%
-88.4%
-92.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.1% | -2.8% |
| 7D | +3.5% | -8.7% | +12.1% | +7.2% |
| 30D | -11.9% | -1.6% | -10.3% | -11.6% |
| 3M | -49.2% | -24.9% | -24.3% | -45.2% |
| 6M | +38.4% | -25.7% | +64.1% | +50.1% |
| YTD | +62.5% | -29.2% | +91.7% | +80.3% |
| 1Y | +101.4% | -13.0% | +114.4% | +103.6% |
| 3Y | +40.4% | +35.9% | +4.5% | +4.7% |
| All | -9.4% | +79.0% | -88.4% | -42.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling