-92.8%
SNAP vs IONS
+47.7%
-140.6%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -4.0% | -4.0% |
| 7D | +0.7% | -4.8% | +5.6% | +2.5% |
| 30D | +2.6% | +7.2% | -4.6% | -0.2% |
| 3M | -9.9% | -22.7% | +12.8% | -3.7% |
| 6M | +1.9% | -26.9% | +28.7% | +11.3% |
| YTD | -32.2% | -26.6% | -5.6% | -26.3% |
| 1Y | -22.8% | -2.1% | -20.7% | -26.0% |
| 3Y | -47.6% | +43.4% | -91.0% | -61.7% |
| All | -92.8% | +47.7% | -140.6% | -95.0% |
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