+195.8%
NXPI vs IONS
+88.4%
+107.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.4% | +0.6% | -1.2% |
| 7D | +0.7% | -5.3% | +6.0% | +1.9% |
| 30D | -6.6% | +0.3% | -6.9% | -6.8% |
| 3M | -25.4% | -22.9% | -2.5% | -22.2% |
| 6M | +11.9% | -23.4% | +35.3% | +17.0% |
| YTD | +4.0% | -28.3% | +32.3% | +10.3% |
| 1Y | +1.0% | -7.0% | +8.1% | +0.7% |
| 3Y | +16.3% | +37.6% | -21.3% | +1.1% |
| 5Y | +17.7% | +53.4% | -35.7% | -2.8% |
| 10Y | +195.8% | +83.9% | +111.9% | +160.3% |
| All | +195.8% | +88.4% | +107.4% | +160.3% |
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