-4.9%
SHOP vs IONS
-44.5%
+39.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.7% | +8.0% | +7.4% |
| 7D | -9.0% | -10.6% | +1.5% | -8.7% |
| 30D | -4.4% | -7.7% | +3.3% | -4.1% |
| 3M | +24.1% | -27.1% | +51.2% | +24.1% |
| 6M | +20.0% | -46.8% | +66.8% | +18.3% |
| YTD | -4.9% | -49.2% | +44.3% | -7.8% |
| 1Y | -4.9% | -44.9% | +40.0% | -10.1% |
| All | -4.9% | -44.5% | +39.6% | -10.1% |
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