+1,770.3%
SMCI vs IONS
+87.6%
+1,682.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.6% | +9.9% | +7.7% |
| 7D | +1.3% | -6.7% | +8.0% | +2.5% |
| 30D | +6.6% | -4.1% | +10.7% | +7.2% |
| 3M | +25.4% | -26.6% | +52.0% | +31.1% |
| 6M | +26.1% | -27.5% | +53.7% | +32.3% |
| YTD | +37.0% | -31.5% | +68.5% | +45.1% |
| 1Y | -8.8% | -15.3% | +6.6% | -7.1% |
| 3Y | +44.6% | +31.3% | +13.3% | +31.7% |
| 5Y | +995.9% | +50.2% | +945.7% | +854.6% |
| All | +1,770.3% | +87.6% | +1,682.7% | +1,399.9% |
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