+47.3%
SM vs IONS
-7.3%
+54.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -2.4% | +6.0% | +3.7% |
| 7D | -0.2% | -5.3% | +5.1% | 0.0% |
| 30D | +31.5% | +0.3% | +31.3% | +31.3% |
| 3M | +17.3% | -22.9% | +40.2% | +19.8% |
| 6M | +48.5% | -23.4% | +71.9% | +50.8% |
| YTD | +106.3% | -28.3% | +134.6% | +111.6% |
| 1Y | +47.3% | -7.0% | +54.3% | +43.8% |
| All | +47.3% | -7.3% | +54.6% | +43.8% |
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