+286.7%
SMH vs IONS
+39.5%
+247.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.4% | +3.6% | +1.5% |
| 7D | +5.2% | -5.3% | +10.5% | +6.0% |
| 30D | -1.5% | +0.3% | -1.8% | -1.7% |
| 3M | -4.1% | -22.9% | +18.8% | -2.0% |
| 6M | +50.8% | -23.4% | +74.2% | +54.1% |
| YTD | +59.3% | -28.3% | +87.6% | +64.5% |
| 1Y | +94.1% | -7.0% | +101.1% | +91.7% |
| 3Y | +286.7% | +37.6% | +249.1% | +242.9% |
| All | +286.7% | +39.5% | +247.2% | +242.9% |
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