+8.2%
SEI vs IONS
-44.5%
+52.8%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.9% | -0.7% | -16.2% | -16.9% |
| 7D | -16.4% | -10.6% | -5.8% | -15.7% |
| 30D | -22.9% | -7.7% | -15.2% | -22.4% |
| 3M | -0.3% | -27.1% | +26.8% | +1.9% |
| 6M | -22.3% | -46.8% | +24.5% | -22.3% |
| YTD | +26.2% | -49.2% | +75.4% | +27.4% |
| 1Y | +8.2% | -44.9% | +53.1% | +3.8% |
| All | +8.2% | -44.5% | +52.8% | +3.8% |
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