+32.8%
NXT vs IONS
-7.3%
+40.1%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.5% | +1.4% |
| 7D | +2.9% | -5.3% | +8.2% | +3.5% |
| 30D | -17.2% | +0.3% | -17.5% | -17.4% |
| 3M | -32.0% | -22.9% | -9.1% | -33.2% |
| 6M | -15.8% | -23.4% | +7.7% | -17.2% |
| YTD | -1.9% | -28.3% | +26.4% | -0.3% |
| All | +32.8% | -7.3% | +40.1% | +34.4% |
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