-35.6%
SNPS vs IONS
-7.3%
-28.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.5% |
| 7D | -5.5% | -5.3% | -0.2% | -5.5% |
| 30D | -5.8% | +0.3% | -6.0% | -5.8% |
| 3M | -17.2% | -22.9% | +5.7% | -18.5% |
| 6M | -10.4% | -23.4% | +13.0% | -11.9% |
| YTD | -16.5% | -28.3% | +11.8% | -18.0% |
| 1Y | -35.6% | -7.0% | -28.6% | -39.2% |
| All | -35.6% | -7.3% | -28.3% | -39.2% |
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