+14.8%
SNPS vs IONS
-59.8%
+74.5%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.1% | +7.6% | -1.5% |
| 7D | -0.6% | -30.3% | +29.6% | -0.7% |
| 30D | -9.8% | -37.7% | +27.9% | -9.7% |
| 3M | +11.7% | -50.5% | +62.2% | +12.2% |
| 6M | -10.9% | -62.8% | +51.8% | -11.9% |
| YTD | -2.1% | -64.4% | +62.3% | -3.3% |
| 1Y | +14.8% | -59.5% | +74.2% | +13.6% |
| All | +14.8% | -59.8% | +74.5% | +13.6% |
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