-16.8%
NXT vs IONS
-47.9%
+31.1%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +1.6% | +3.7% | +5.4% |
| 7D | +32.2% | -9.4% | +41.7% | +31.7% |
| 30D | +21.9% | -10.7% | +32.7% | +21.5% |
| 3M | +6.6% | -27.7% | +34.2% | +5.2% |
| 6M | -16.8% | -48.7% | +31.9% | -22.3% |
| All | -16.8% | -47.9% | +31.1% | -22.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling