+1,789.8%
SMH vs IONS
+92.6%
+1,697.2%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.7% | -1.8% | -2.3% |
| 7D | +1.4% | -4.3% | +5.7% | +2.3% |
| 30D | -2.2% | +0.4% | -2.6% | -2.5% |
| 3M | -1.9% | -24.1% | +22.2% | +2.2% |
| 6M | +41.0% | -26.4% | +67.5% | +47.8% |
| YTD | +55.6% | -29.7% | +85.2% | +64.4% |
| 1Y | +86.8% | -13.0% | +99.9% | +88.1% |
| 3Y | +277.7% | +35.0% | +242.6% | +228.9% |
| 5Y | +324.2% | +54.2% | +270.0% | +248.2% |
| All | +1,789.8% | +92.6% | +1,697.2% | +1,458.0% |
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