+1,054.2%
SMH vs IONS
+176.7%
+877.5%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.1% | +8.3% | +0.8% |
| 7D | -6.7% | -30.3% | +23.5% | -1.3% |
| 30D | -19.8% | -37.7% | +17.9% | -13.5% |
| 3M | -15.1% | -50.5% | +35.4% | -4.8% |
| 6M | -14.6% | -62.8% | +48.1% | -0.5% |
| YTD | +34.3% | -64.4% | +98.7% | +57.5% |
| 1Y | +35.2% | -59.5% | +94.7% | +54.8% |
| 3Y | +211.7% | -39.2% | +250.9% | +221.8% |
| 5Y | +240.5% | -15.3% | +255.8% | +224.3% |
| 10Y | +1,487.3% | -31.2% | +1,518.5% | +1,377.4% |
| All | +1,054.2% | +176.7% | +877.5% | +424.4% |
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