+432.7%
SN vs IONS
-34.4%
+467.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -2.6% |
| 7D | +1.4% | -29.6% | +31.0% | +5.0% |
| 30D | +16.6% | -35.6% | +52.2% | +22.1% |
| 3M | +18.3% | -51.7% | +70.0% | +28.2% |
| 6M | +103.1% | -64.0% | +167.0% | +126.9% |
| YTD | +96.7% | -65.5% | +162.2% | +120.9% |
| 1Y | +134.3% | -62.4% | +196.8% | +159.5% |
| 3Y | +425.2% | -41.1% | +466.3% | +399.3% |
| All | +432.7% | -34.4% | +467.1% | +380.6% |
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