+439.5%
SN vs IONS
-5.3%
+444.8%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.1% | +2.5% |
| 7D | +7.2% | -9.4% | +16.6% | +8.5% |
| 30D | +20.4% | -10.7% | +31.1% | +22.0% |
| 3M | +23.9% | -27.7% | +51.6% | +28.8% |
| 6M | +93.0% | -48.7% | +141.8% | +108.4% |
| YTD | +99.2% | -50.2% | +149.4% | +115.7% |
| 1Y | +142.6% | -46.8% | +189.4% | +159.6% |
| 3Y | +398.8% | -14.8% | +413.6% | +357.2% |
| All | +439.5% | -5.3% | +444.8% | +369.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling