+684.5%
SNPS vs IONS
-27.6%
+712.1%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.1% | +7.6% | +0.1% |
| 7D | -0.6% | -30.3% | +29.6% | +5.1% |
| 30D | -9.8% | -37.7% | +27.9% | -2.7% |
| 3M | +11.7% | -50.5% | +62.2% | +25.3% |
| 6M | -10.9% | -62.8% | +51.8% | +3.9% |
| YTD | -2.1% | -64.4% | +62.3% | +14.9% |
| 1Y | +14.8% | -59.5% | +74.2% | +31.1% |
| 3Y | -11.3% | -39.2% | +27.8% | -10.4% |
| 5Y | +36.2% | -15.3% | +51.6% | +24.3% |
| 10Y | +684.5% | -31.2% | +715.7% | +625.0% |
| All | +684.5% | -27.6% | +712.1% | +625.0% |
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