+14.0%
SMTC vs IONS
+17.1%
-3.1%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.7% | +1.6% | +11.2% | +12.3% |
| 7D | -19.0% | -9.4% | -9.6% | -16.6% |
| 30D | -46.7% | -10.7% | -36.0% | -45.0% |
| 3M | -23.4% | -27.7% | +4.2% | -16.6% |
| 6M | -13.4% | -48.7% | +35.3% | +1.2% |
| YTD | +40.1% | -50.2% | +90.2% | +65.0% |
| 1Y | +47.7% | -46.8% | +94.5% | +69.9% |
| 3Y | +606.9% | -14.8% | +621.8% | +553.6% |
| All | +14.0% | +17.1% | -3.1% | -10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling