-34.5%
IONS vs SSNC
+54.1%
-88.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +0.2% | -21.6% | -21.4% |
| 7D | -24.8% | -4.5% | -20.3% | -24.3% |
| 30D | -31.5% | -3.9% | -27.7% | -31.1% |
| 3M | -45.2% | -1.3% | -43.9% | -45.1% |
| 6M | -59.1% | +14.1% | -73.2% | -60.0% |
| YTD | -60.8% | -9.9% | -50.9% | -59.6% |
| 1Y | -57.9% | -6.2% | -51.6% | -57.0% |
| 3Y | -34.5% | +56.1% | -90.5% | -52.0% |
| All | -34.5% | +54.1% | -88.6% | -52.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 3y: compounded portfolio wealth divided by compounded SSNC 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…
3y analysis · Full analysis span regression · 6 months rolling