+33,776.4%
SMTC vs IONS
+188.4%
+33,588.0%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | -21.4% | +34.2% | +16.3% |
| 7D | -4.8% | -24.8% | +20.0% | -1.1% |
| 30D | -37.8% | -31.5% | -6.3% | -34.4% |
| 3M | -16.5% | -45.2% | +28.7% | -8.8% |
| 6M | -4.4% | -59.1% | +54.7% | +8.1% |
| YTD | +58.0% | -60.8% | +118.8% | +80.1% |
| 1Y | +62.0% | -57.9% | +119.9% | +82.2% |
| 3Y | +745.7% | -34.5% | +780.2% | +770.7% |
| 5Y | +29.0% | -8.8% | +37.9% | +23.9% |
| 10Y | +351.4% | -19.2% | +370.6% | +323.3% |
| All | +33,776.4% | +188.4% | +33,588.0% | +20,181.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling