+5,491.2%
SNPS vs IONS
+182.2%
+5,309.1%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -3.4% | -1.5% | -4.5% |
| 7D | -10.2% | -12.6% | +2.4% | -8.8% |
| 30D | -12.8% | -11.8% | -1.0% | -11.6% |
| 3M | +9.9% | -28.4% | +38.3% | +13.9% |
| 6M | -12.4% | -48.4% | +36.1% | -6.4% |
| YTD | -6.3% | -51.0% | +44.7% | +0.6% |
| 1Y | +7.6% | -48.0% | +55.7% | +14.6% |
| 3Y | -9.8% | -17.8% | +8.0% | -10.6% |
| 5Y | +29.2% | +15.2% | +14.1% | +21.6% |
| 10Y | +663.8% | +43.0% | +620.7% | +576.6% |
| All | +5,491.2% | +182.2% | +5,309.1% | +3,021.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling