+34.8%
SMCI vs IONS
+35.4%
-0.6%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.8% |
| 7D | -1.3% | -4.3% | +3.0% | -0.4% |
| 30D | +18.3% | +0.4% | +17.9% | +18.0% |
| 3M | +27.7% | -24.1% | +51.8% | +32.8% |
| 6M | +17.6% | -26.4% | +44.0% | +23.2% |
| YTD | +27.7% | -29.7% | +57.4% | +35.1% |
| 1Y | -14.9% | -13.0% | -1.8% | -13.9% |
| All | +34.8% | +35.4% | -0.6% | +20.6% |
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