-38.7%
SNAP vs IONS
-60.0%
+21.3%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.4% | -5.6% | 0.0% |
| 7D | +6.0% | -26.3% | +32.3% | +9.5% |
| 30D | -13.8% | -31.9% | +18.2% | -9.7% |
| 3M | -0.8% | -48.0% | +47.2% | +7.9% |
| 6M | -6.2% | -62.6% | +56.3% | +2.9% |
| YTD | -34.8% | -63.3% | +28.4% | -29.1% |
| 1Y | -38.7% | -58.4% | +19.7% | -32.4% |
| All | -38.7% | -60.0% | +21.3% | -32.4% |
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