+139.0%
SN vs IONS
-59.8%
+198.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.1% | +7.8% | -1.1% |
| 7D | +7.6% | -30.3% | +37.8% | +8.3% |
| 30D | +22.4% | -37.7% | +60.2% | +23.8% |
| 3M | +21.7% | -50.5% | +72.2% | +24.2% |
| 6M | +102.8% | -62.8% | +165.6% | +107.2% |
| YTD | +102.4% | -64.4% | +166.8% | +106.4% |
| 1Y | +139.0% | -59.5% | +198.4% | +141.3% |
| All | +139.0% | -59.8% | +198.7% | +141.3% |
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