+97.7%
NVTS vs IONS
-13.5%
+111.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -0.7% | -3.2% | -3.7% |
| 7D | +0.5% | -4.3% | +4.7% | +1.4% |
| 30D | -18.0% | +0.4% | -18.4% | -18.2% |
| 3M | -45.6% | -24.1% | -21.5% | -47.1% |
| 6M | +28.5% | -26.4% | +54.9% | +26.7% |
| YTD | +56.2% | -29.7% | +85.8% | +58.2% |
| 1Y | +97.7% | -13.0% | +110.7% | +88.9% |
| All | +97.7% | -13.5% | +111.1% | +88.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling