+9.5%
SNOW vs IONS
-44.5%
+54.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.5% |
| 7D | -14.5% | -10.6% | -3.9% | -14.3% |
| 30D | -14.3% | -7.7% | -6.6% | -14.1% |
| 3M | -8.3% | -27.1% | +18.8% | -9.7% |
| 6M | +101.5% | -46.8% | +148.3% | +97.0% |
| YTD | +32.5% | -49.2% | +81.7% | +28.2% |
| 1Y | +9.5% | -44.9% | +54.4% | +5.0% |
| All | +9.5% | -44.5% | +54.0% | +5.0% |
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 · 6 months rolling