+43.2%
NXPI vs IONS
-16.4%
+59.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.6% | 0.0% | +1.2% |
| 7D | -4.4% | -9.4% | +5.1% | -2.3% |
| 30D | +5.6% | -10.7% | +16.3% | +8.1% |
| 3M | +7.6% | -27.7% | +35.3% | +14.9% |
| 6M | -17.6% | -48.7% | +31.1% | -6.9% |
| YTD | +15.9% | -50.2% | +66.1% | +31.6% |
| 1Y | +22.4% | -46.8% | +69.2% | +36.6% |
| 3Y | +43.2% | -14.8% | +58.1% | +28.5% |
| All | +43.2% | -16.4% | +59.6% | +28.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling