-48.8%
SE vs IONS
-44.5%
-4.2%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.7% | +5.1% | +4.5% |
| 7D | +6.7% | -10.6% | +17.2% | +7.1% |
| 30D | -17.2% | -7.7% | -9.5% | -17.0% |
| 3M | -28.0% | -27.1% | -0.9% | -27.2% |
| 6M | -6.1% | -46.8% | +40.7% | -6.3% |
| YTD | -37.1% | -49.2% | +12.1% | -36.7% |
| 1Y | -48.8% | -44.9% | -3.9% | -48.7% |
| All | -48.8% | -44.5% | -4.2% | -48.7% |
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