+212.4%
NXPI vs IONS
-32.1%
+244.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.4% | -7.2% | -2.3% |
| 7D | +6.8% | -26.3% | +33.0% | +13.3% |
| 30D | +20.0% | -31.9% | +52.0% | +29.9% |
| 3M | +14.8% | -48.0% | +62.8% | +32.1% |
| 6M | -10.5% | -62.6% | +52.1% | +9.7% |
| YTD | +23.7% | -63.3% | +87.0% | +52.2% |
| 1Y | +34.1% | -58.4% | +92.5% | +59.8% |
| 3Y | +51.2% | -38.2% | +89.5% | +55.9% |
| 5Y | +33.4% | -11.1% | +44.5% | +21.5% |
| All | +212.4% | -32.1% | +244.5% | +207.3% |
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