+1,837.5%
SNDK vs IONS
-14.8%
+1,852.4%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.6% | -0.9% | -3.1% |
| 7D | -6.1% | -6.7% | +0.5% | -5.3% |
| 30D | +21.5% | -4.1% | +25.6% | +21.8% |
| 3M | -13.2% | -26.6% | +13.4% | -16.9% |
| 6M | +149.2% | -27.5% | +176.7% | +141.2% |
| YTD | +588.1% | -31.5% | +619.5% | +591.9% |
| 1Y | +1,837.5% | -15.3% | +1,852.9% | +1,848.8% |
| All | +1,837.5% | -14.8% | +1,852.4% | +1,848.8% |
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