+275.2%
SGI vs IONS
+84.6%
+190.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.6% |
| 7D | +0.6% | -8.7% | +9.3% | +2.6% |
| 30D | +5.5% | -1.6% | +7.1% | +5.7% |
| 3M | -3.6% | -24.9% | +21.3% | +1.3% |
| 6M | -15.0% | -25.7% | +10.6% | -10.5% |
| YTD | -23.0% | -29.2% | +6.2% | -18.2% |
| 1Y | -18.4% | -13.0% | -5.4% | -17.7% |
| 3Y | +57.8% | +35.9% | +21.8% | +36.2% |
| 5Y | +51.5% | +54.5% | -3.0% | +21.8% |
| 10Y | +275.2% | +93.1% | +182.1% | +185.3% |
| All | +275.2% | +84.6% | +190.6% | +185.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling