+158.9%
SN vs IONS
-44.5%
+203.4%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.7% | +4.8% | +4.1% |
| 7D | +10.6% | -10.6% | +21.2% | +11.1% |
| 30D | +20.0% | -7.7% | +27.7% | +20.4% |
| 3M | +30.4% | -27.1% | +57.5% | +31.7% |
| 6M | +91.0% | -46.8% | +137.8% | +93.3% |
| YTD | +95.9% | -49.2% | +145.2% | +98.5% |
| 1Y | +158.9% | -44.9% | +203.8% | +164.3% |
| All | +158.9% | -44.5% | +203.4% | +164.3% |
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