-6.3%
SHOP vs IONS
-43.7%
+37.5%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +2.0% | +3.5% |
| 7D | -5.4% | -9.4% | +4.0% | -5.0% |
| 30D | -10.3% | -10.7% | +0.4% | -9.9% |
| 3M | +1.0% | -27.7% | +28.7% | +1.4% |
| 6M | +41.2% | -48.7% | +89.9% | +40.3% |
| YTD | -7.5% | -50.2% | +42.7% | -10.1% |
| All | -6.3% | -43.7% | +37.5% | -14.5% |
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