+2,684.0%
SNDK vs IONS
-2.1%
+2,686.1%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.1% | +12.0% | +11.9% |
| 7D | +17.2% | -4.8% | +22.0% | +17.9% |
| 30D | +28.8% | +7.2% | +21.6% | +27.0% |
| 3M | -1.1% | -22.7% | +21.6% | -4.7% |
| 6M | +190.5% | -26.9% | +217.3% | +190.3% |
| YTD | +633.0% | -26.6% | +659.6% | +633.3% |
| 1Y | +2,684.0% | -2.1% | +2,686.1% | +2,818.9% |
| All | +2,684.0% | -2.1% | +2,686.1% | +2,818.9% |
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