-91.0%
SNAP vs IONS
+17.1%
-108.1%
-92.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +1.6% | -4.2% | -3.1% |
| 7D | -7.1% | -9.4% | +2.3% | -3.8% |
| 30D | -14.6% | -10.7% | -3.9% | -11.1% |
| 3M | -5.0% | -27.7% | +22.7% | +5.9% |
| 6M | -18.8% | -48.7% | +29.9% | 0.0% |
| YTD | -38.5% | -50.2% | +11.6% | -23.6% |
| 1Y | -38.1% | -46.8% | +8.7% | -25.4% |
| 3Y | -53.8% | -14.8% | -38.9% | -57.5% |
| All | -91.0% | +17.1% | -108.1% | -93.5% |
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