+1,097.4%
SMH vs IONS
+168.1%
+929.3%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.4% |
| 7D | +12.1% | -29.6% | +41.7% | +18.3% |
| 30D | -14.7% | -35.6% | +20.9% | -8.5% |
| 3M | -14.2% | -51.7% | +37.5% | -3.5% |
| 6M | -10.6% | -64.0% | +53.4% | +4.8% |
| YTD | +39.3% | -65.5% | +104.8% | +64.4% |
| 1Y | +41.6% | -62.4% | +104.0% | +64.4% |
| 3Y | +223.4% | -41.1% | +264.4% | +235.7% |
| 5Y | +243.5% | -16.5% | +259.9% | +228.0% |
| 10Y | +1,506.6% | -35.8% | +1,542.5% | +1,413.4% |
| All | +1,097.4% | +168.1% | +929.3% | +447.1% |
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