+339.9%
SMTC vs IONS
-27.6%
+367.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.1% | +6.5% | -0.2% |
| 7D | -10.9% | -30.3% | +19.3% | -3.4% |
| 30D | -39.4% | -37.7% | -1.7% | -32.2% |
| 3M | -13.5% | -50.5% | +36.9% | +2.4% |
| 6M | -6.8% | -62.8% | +55.9% | +16.6% |
| YTD | +54.0% | -64.4% | +118.4% | +95.2% |
| 1Y | +50.8% | -59.5% | +110.2% | +83.8% |
| 3Y | +677.3% | -39.2% | +716.5% | +703.9% |
| 5Y | +28.7% | -15.3% | +44.1% | +16.5% |
| 10Y | +339.9% | -31.2% | +371.0% | +346.9% |
| All | +339.9% | -27.6% | +367.5% | +346.9% |
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 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