-12.9%
SNPS vs IONS
-36.9%
+23.9%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -2.1% |
| 7D | +1.1% | -26.3% | +27.3% | +3.2% |
| 30D | -5.2% | -31.9% | +26.8% | -2.4% |
| 3M | +10.6% | -48.0% | +58.5% | +16.6% |
| 6M | -10.6% | -62.6% | +51.9% | -3.5% |
| YTD | -3.1% | -63.3% | +60.2% | +4.6% |
| 1Y | +15.6% | -58.4% | +73.9% | +22.7% |
| 3Y | -12.9% | -38.2% | +25.3% | -18.2% |
| All | -12.9% | -36.9% | +23.9% | -18.2% |
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 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