+368.8%
SNXX vs IONS
-33.1%
+401.8%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -2.6% | -4.5% | -7.0% |
| 7D | -12.0% | -6.7% | -5.4% | -11.9% |
| 30D | +37.9% | -4.1% | +42.0% | +37.4% |
| 3M | -52.7% | -26.6% | -26.1% | -62.2% |
| 6M | +194.8% | -27.5% | +222.3% | +149.1% |
| All | +368.8% | -33.1% | +401.8% | +355.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling