+450.0%
SN vs IONS
-36.9%
+486.9%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.4% | -3.6% | +2.2% |
| 7D | +1.5% | -26.3% | +27.8% | +4.3% |
| 30D | +21.5% | -31.9% | +53.4% | +26.0% |
| 3M | +20.0% | -48.0% | +68.0% | +28.3% |
| 6M | +119.9% | -62.6% | +182.5% | +143.2% |
| YTD | +102.3% | -63.3% | +165.6% | +123.9% |
| 1Y | +148.0% | -58.4% | +206.4% | +169.2% |
| 3Y | +450.0% | -38.2% | +488.2% | +426.7% |
| All | +450.0% | -36.9% | +486.9% | +426.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling