+170.4%
NXT vs IONS
+41.4%
+129.0%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -1.2% | -2.4% | -3.5% |
| 7D | -0.2% | -8.7% | +8.4% | +0.7% |
| 30D | -20.0% | -1.6% | -18.3% | -19.9% |
| 3M | -30.9% | -24.9% | -6.1% | -29.7% |
| 6M | -23.8% | -25.7% | +1.8% | -22.5% |
| YTD | -5.4% | -29.2% | +23.7% | -3.1% |
| 1Y | +28.0% | -13.0% | +41.1% | +28.6% |
| 3Y | +93.3% | +35.9% | +57.4% | +83.6% |
| All | +170.4% | +41.4% | +129.0% | +172.3% |
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