+41.6%
SMH vs IONS
-60.0%
+101.6%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.4% | -9.4% | -3.2% |
| 7D | +4.9% | -26.3% | +31.2% | +6.2% |
| 30D | -13.8% | -31.9% | +18.1% | -12.0% |
| 3M | -17.4% | -48.0% | +30.6% | -14.4% |
| 6M | -15.0% | -62.6% | +47.6% | -12.5% |
| YTD | +35.2% | -63.3% | +98.4% | +39.1% |
| 1Y | +41.6% | -58.4% | +100.0% | +44.6% |
| All | +41.6% | -60.0% | +101.6% | +44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling