+663.1%
SNPS vs IONS
+17.3%
+645.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +1.6% | +0.7% | +2.0% |
| 7D | -3.7% | -9.4% | +5.8% | -2.0% |
| 30D | -10.4% | -10.7% | +0.3% | -8.6% |
| 3M | +11.0% | -27.7% | +38.6% | +17.1% |
| 6M | -10.7% | -48.7% | +38.0% | -1.0% |
| YTD | -4.1% | -50.2% | +46.1% | +6.5% |
| 1Y | +13.7% | -46.8% | +60.5% | +24.5% |
| 3Y | -8.1% | -14.8% | +6.8% | -11.6% |
| 5Y | +32.2% | +17.0% | +15.2% | +15.6% |
| All | +663.1% | +17.3% | +645.8% | +577.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling