+47.0%
SNOW vs IONS
-8.4%
+55.3%
-56.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.2% |
| 7D | +8.4% | -8.7% | +17.0% | +8.0% |
| 30D | -1.0% | -1.6% | +0.7% | -1.5% |
| 3M | +38.3% | -24.9% | +63.2% | +36.8% |
| 6M | +81.3% | -25.7% | +107.0% | +79.5% |
| YTD | +51.1% | -29.2% | +80.3% | +48.9% |
| 1Y | +47.0% | -13.0% | +60.0% | +41.1% |
| All | +47.0% | -8.4% | +55.3% | +41.1% |
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