+4,419.4%
SMCI vs IONS
+497.6%
+3,921.8%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.1% | +4.6% | +4.6% |
| 7D | +6.8% | -4.8% | +11.6% | +7.8% |
| 30D | +30.6% | +7.2% | +23.4% | +28.5% |
| 3M | -15.6% | -22.7% | +7.1% | -11.8% |
| 6M | +21.3% | -26.9% | +48.1% | +28.2% |
| YTD | +35.3% | -26.6% | +61.8% | +42.7% |
| 1Y | -2.7% | -2.1% | -0.6% | -3.6% |
| 3Y | +40.3% | +43.4% | -3.1% | +23.4% |
| 5Y | +941.8% | +47.0% | +894.9% | +784.3% |
| 10Y | +1,687.4% | +97.2% | +1,590.2% | +1,162.7% |
| All | +4,419.4% | +497.6% | +3,921.8% | +1,661.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling