+4,901.1%
SNPS vs IONS
+322.5%
+4,578.7%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.1% | -5.3% | -5.4% |
| 7D | -11.0% | -4.8% | -6.2% | -10.5% |
| 30D | -1.7% | +7.2% | -8.9% | -2.6% |
| 3M | -20.4% | -22.7% | +2.3% | -18.6% |
| 6M | -8.6% | -26.9% | +18.3% | -6.1% |
| YTD | -16.2% | -26.6% | +10.4% | -14.0% |
| 1Y | -34.6% | -2.1% | -32.5% | -35.2% |
| 3Y | -14.5% | +43.4% | -57.9% | -20.6% |
| 5Y | +17.0% | +47.0% | -30.0% | +7.0% |
| 10Y | +560.0% | +97.2% | +462.8% | +463.0% |
| All | +4,901.1% | +322.5% | +4,578.7% | +2,570.8% |
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