+2,030.0%
NXPI vs IONS
+215.7%
+1,814.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -9.1% | +11.1% | +3.8% |
| 7D | -0.5% | -30.3% | +29.8% | +6.2% |
| 30D | +15.0% | -37.7% | +52.7% | +25.4% |
| 3M | +12.6% | -50.5% | +63.0% | +28.3% |
| 6M | -10.6% | -62.8% | +52.2% | +6.7% |
| YTD | +22.1% | -64.4% | +86.5% | +47.0% |
| 1Y | +29.8% | -59.5% | +89.2% | +52.0% |
| 3Y | +47.8% | -39.2% | +87.0% | +53.8% |
| 5Y | +33.9% | -15.3% | +49.2% | +27.2% |
| 10Y | +208.7% | -31.2% | +239.9% | +188.4% |
| All | +2,030.0% | +215.7% | +1,814.3% | +837.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling