+260.6%
SNDU vs IONS
-21.8%
+282.4%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.6% | -0.1% | +23.7% | +23.6% |
| 7D | +35.2% | -4.8% | +40.0% | +33.6% |
| 30D | +50.8% | +7.2% | +43.6% | +53.1% |
| 3M | -43.2% | -22.7% | -20.5% | -54.5% |
| All | +260.6% | -21.8% | +282.4% | +182.0% |
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 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 · Available span rolling