+449.1%
SN vs IONS
-32.0%
+481.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +3.5% | -29.4% | +32.9% | +7.2% |
| 30D | +19.4% | -35.1% | +54.6% | +25.0% |
| 3M | +20.9% | -48.9% | +69.8% | +30.1% |
| 6M | +111.1% | -62.4% | +173.5% | +134.7% |
| YTD | +102.8% | -64.2% | +167.0% | +126.8% |
| 1Y | +146.2% | -60.9% | +207.1% | +171.4% |
| 3Y | +441.4% | -38.9% | +480.3% | +412.6% |
| All | +449.1% | -32.0% | +481.1% | +393.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling