-39.0%
SNAP vs IONS
-59.1%
+20.1%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.5% | +6.3% | +6.7% |
| 7D | -9.8% | -29.4% | +19.6% | -5.9% |
| 30D | -18.2% | -35.1% | +16.9% | -13.5% |
| 3M | -3.1% | -48.9% | +45.8% | +6.2% |
| 6M | -7.1% | -62.4% | +55.3% | +2.1% |
| YTD | -33.8% | -64.2% | +30.4% | -27.2% |
| 1Y | -39.0% | -60.9% | +21.9% | -34.4% |
| All | -39.0% | -59.1% | +20.1% | -34.4% |
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 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