+146.9%
SMTC vs IONS
-2.1%
+149.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | +12.7% | -4.8% | +17.6% | +13.2% |
| 30D | +22.0% | +7.2% | +14.8% | +21.2% |
| 3M | -12.7% | -22.7% | +10.0% | -15.7% |
| 6M | +64.8% | -26.9% | +91.7% | +61.5% |
| YTD | +100.7% | -26.6% | +127.3% | +96.1% |
| 1Y | +146.9% | -2.1% | +149.0% | +126.8% |
| All | +146.9% | -2.1% | +149.0% | +126.8% |
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