+455.3%
SN vs IONS
-25.6%
+480.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.4% | +24.3% | +5.3% |
| 7D | +7.6% | -24.8% | +32.5% | +10.8% |
| 30D | +24.1% | -31.5% | +55.6% | +29.1% |
| 3M | +23.7% | -45.2% | +68.9% | +32.2% |
| 6M | +105.5% | -59.1% | +164.6% | +126.4% |
| YTD | +105.1% | -60.8% | +165.9% | +127.2% |
| 1Y | +148.3% | -57.9% | +206.1% | +171.5% |
| 3Y | +438.7% | -34.5% | +473.1% | +407.7% |
| All | +455.3% | -25.6% | +480.9% | +394.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling