+31.9%
NXPI vs IONS
-44.5%
+76.5%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.7% | +1.5% | +1.0% |
| 7D | +5.3% | -10.6% | +15.9% | +7.4% |
| 30D | +9.5% | -7.7% | +17.2% | +11.0% |
| 3M | +12.0% | -27.1% | +39.1% | +17.9% |
| 6M | -8.1% | -46.8% | +38.7% | -3.1% |
| YTD | +23.7% | -49.2% | +72.9% | +30.1% |
| 1Y | +31.9% | -44.9% | +76.8% | +38.4% |
| All | +31.9% | -44.5% | +76.5% | +38.4% |
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 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