+527.9%
SMTC vs IONS
+84.6%
+443.3%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.1% |
| 7D | +22.5% | -8.7% | +31.1% | +25.3% |
| 30D | +24.9% | -1.6% | +26.5% | +25.2% |
| 3M | +4.1% | -24.9% | +29.0% | +9.7% |
| 6M | +92.6% | -25.7% | +118.2% | +103.5% |
| YTD | +122.5% | -29.2% | +151.7% | +138.2% |
| 1Y | +166.2% | -13.0% | +179.2% | +168.1% |
| 3Y | +577.2% | +35.9% | +541.2% | +472.7% |
| 5Y | +119.0% | +54.5% | +64.5% | +73.0% |
| 10Y | +527.9% | +93.1% | +434.8% | +389.4% |
| All | +527.9% | +84.6% | +443.3% | +389.4% |
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 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