+4,601.6%
SNDK vs IONS
+80.0%
+4,521.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.7% | -3.4% | -4.0% |
| 7D | +8.8% | -4.3% | +13.1% | +9.6% |
| 30D | +33.2% | +0.4% | +32.7% | +32.7% |
| 3M | +3.0% | -24.1% | +27.1% | +4.1% |
| 6M | +173.5% | -26.4% | +199.9% | +178.6% |
| YTD | +613.0% | -29.7% | +642.7% | +636.9% |
| 1Y | +2,189.8% | -13.0% | +2,202.8% | +2,175.5% |
| All | +4,601.6% | +80.0% | +4,521.6% | +3,070.0% |
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