+168.3%
SMTC vs IONS
-7.3%
+175.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.0% | -2.4% | +12.3% | +10.1% |
| 7D | +22.9% | -5.3% | +28.2% | +23.4% |
| 30D | +16.6% | +0.3% | +16.4% | +16.5% |
| 3M | +2.4% | -22.9% | +25.3% | -2.0% |
| 6M | +98.3% | -23.4% | +121.7% | +89.8% |
| YTD | +120.7% | -28.3% | +149.0% | +115.8% |
| 1Y | +168.3% | -7.0% | +175.3% | +146.6% |
| All | +168.3% | -7.3% | +175.6% | +146.6% |
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