+42,922.5%
SMTC vs IONS
+440.4%
+42,482.2%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.1% | +9.3% | +9.2% |
| 7D | +12.7% | -4.8% | +17.6% | +13.6% |
| 30D | +22.0% | +7.2% | +14.8% | +20.5% |
| 3M | -12.7% | -22.7% | +10.0% | -10.0% |
| 6M | +64.8% | -26.9% | +91.7% | +71.4% |
| YTD | +100.7% | -26.6% | +127.3% | +108.5% |
| 1Y | +146.9% | -2.1% | +149.0% | +144.2% |
| 3Y | +456.8% | +43.4% | +413.4% | +407.4% |
| 5Y | +89.2% | +47.0% | +42.2% | +69.1% |
| 10Y | +426.9% | +97.2% | +329.7% | +330.4% |
| All | +42,922.5% | +440.4% | +42,482.2% | +23,380.7% |
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