+1,747.1%
NXPI vs IONS
+550.5%
+1,196.6%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.3% | +1.3% |
| 7D | +1.9% | -4.8% | +6.8% | +2.9% |
| 30D | -1.4% | +7.2% | -8.6% | -2.9% |
| 3M | -29.1% | -22.7% | -6.4% | -26.2% |
| 6M | +6.2% | -26.9% | +33.1% | +11.8% |
| YTD | +5.9% | -26.6% | +32.4% | +11.2% |
| 1Y | +2.9% | -2.1% | +5.0% | +1.6% |
| 3Y | +14.5% | +43.4% | -28.9% | +0.6% |
| 5Y | +17.1% | +47.0% | -29.9% | 0.0% |
| 10Y | +193.4% | +97.2% | +96.2% | +122.6% |
| All | +1,747.1% | +550.5% | +1,196.6% | +609.0% |
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