+433.2%
SNDK vs IONS
-44.5%
+477.7%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.7% | -7.2% | -7.7% |
| 7D | -26.2% | -10.6% | -15.6% | -24.0% |
| 30D | -39.1% | -7.7% | -31.4% | -37.7% |
| 3M | -27.3% | -27.1% | -0.2% | -22.8% |
| 6M | -17.4% | -46.8% | +29.4% | -15.2% |
| YTD | +337.0% | -49.2% | +386.3% | +366.4% |
| 1Y | +433.2% | -44.9% | +478.1% | +434.3% |
| All | +433.2% | -44.5% | +477.7% | +434.3% |
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