+82.0%
SIMO vs IONS
-59.8%
+141.7%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.1% | +7.3% | +0.2% |
| 7D | -16.0% | -30.3% | +14.2% | -9.7% |
| 30D | -35.8% | -37.7% | +2.0% | -28.5% |
| 3M | -26.5% | -50.5% | +24.0% | -13.5% |
| 6M | -33.0% | -62.8% | +29.8% | -21.8% |
| YTD | +84.3% | -64.4% | +148.7% | +114.9% |
| 1Y | +82.0% | -59.5% | +141.4% | +100.8% |
| All | +82.0% | -59.8% | +141.7% | +100.8% |
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