+142.2%
SN vs IONS
-55.7%
+197.9%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -21.4% | +24.3% | +3.3% |
| 7D | +7.6% | -24.8% | +32.5% | +8.2% |
| 30D | +24.1% | -31.5% | +55.6% | +25.2% |
| 3M | +23.7% | -45.2% | +68.9% | +26.0% |
| 6M | +105.5% | -59.1% | +164.6% | +109.5% |
| YTD | +105.1% | -60.8% | +165.9% | +108.8% |
| All | +142.2% | -55.7% | +197.9% | +144.0% |
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