-7.1%
NXT vs IONS
-59.8%
+52.7%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -9.1% | +4.2% | -3.8% |
| 7D | +4.0% | -30.3% | +34.2% | +7.5% |
| 30D | +15.9% | -37.7% | +53.7% | +21.4% |
| 3M | -3.0% | -50.5% | +47.5% | +4.4% |
| 6M | -20.7% | -62.8% | +42.0% | -16.0% |
| YTD | +14.6% | -64.4% | +79.0% | +24.2% |
| 1Y | -7.1% | -59.5% | +52.4% | -9.8% |
| All | -7.1% | -59.8% | +52.7% | -9.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling