+10.4%
NVTS vs IONS
-59.1%
+69.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.3% |
| 7D | +7.9% | -29.4% | +37.4% | +13.5% |
| 30D | +0.8% | -35.1% | +35.9% | +8.7% |
| 3M | -26.0% | -48.9% | +22.9% | -15.5% |
| 6M | -55.5% | -62.4% | +6.9% | -50.2% |
| YTD | +41.0% | -64.2% | +105.2% | +60.3% |
| 1Y | +10.4% | -60.9% | +71.3% | +15.0% |
| All | +10.4% | -59.1% | +69.5% | +15.0% |
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