+5.0%
SMCI vs IONS
-36.9%
+41.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.4% | -6.9% | -2.0% |
| 7D | -6.6% | -26.3% | +19.7% | -0.5% |
| 30D | -24.9% | -31.9% | +7.0% | -18.4% |
| 3M | -31.4% | -48.0% | +16.6% | -21.0% |
| 6M | -16.0% | -62.6% | +46.5% | +2.1% |
| YTD | -8.2% | -63.3% | +55.1% | +12.0% |
| 1Y | -23.4% | -58.4% | +35.0% | -9.0% |
| 3Y | +5.0% | -38.2% | +43.3% | +4.7% |
| All | +5.0% | -36.9% | +41.9% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling