-53.7%
SMR vs IONS
-11.1%
-42.5%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +6.4% | -9.7% | -5.1% |
| 7D | -8.3% | -26.3% | +18.0% | -1.5% |
| 30D | -20.1% | -31.9% | +11.9% | -11.8% |
| 3M | -52.7% | -48.0% | -4.7% | -43.6% |
| 6M | -61.0% | -62.6% | +1.5% | -50.1% |
| YTD | -67.1% | -63.3% | -3.8% | -57.5% |
| 1Y | -79.9% | -58.4% | -21.5% | -75.0% |
| 3Y | +101.7% | -38.2% | +140.0% | +112.8% |
| All | -53.7% | -11.1% | -42.5% | -53.7% |
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