+404.4%
SNXX vs IONS
-31.3%
+435.7%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | -0.7% | -7.3% | -7.9% |
| 7D | +16.8% | -4.3% | +21.0% | +16.8% |
| 30D | +65.3% | +0.4% | +64.9% | +64.3% |
| 3M | -34.8% | -24.1% | -10.7% | -48.4% |
| 6M | +255.1% | -26.4% | +281.6% | +205.5% |
| All | +404.4% | -31.3% | +435.7% | +389.7% |
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