-15.6%
SNPS vs IONS
+43.7%
-59.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.4% |
| 7D | -11.0% | -4.8% | -6.2% | -10.6% |
| 30D | -1.7% | +7.2% | -8.9% | -2.4% |
| 3M | -20.4% | -22.7% | +2.3% | -19.2% |
| 6M | -8.6% | -26.9% | +18.3% | -6.8% |
| YTD | -16.2% | -26.6% | +10.4% | -14.6% |
| 1Y | -34.6% | -2.1% | -32.5% | -35.8% |
| All | -15.6% | +43.7% | -59.4% | -22.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling