+27.6%
SOLS vs IONS
-24.3%
+51.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.7% | -2.0% | -2.7% |
| 7D | +0.3% | -4.3% | +4.6% | +0.1% |
| 30D | +0.9% | +0.4% | +0.5% | +0.6% |
| 3M | -20.7% | -24.1% | +3.4% | -23.5% |
| 6M | -17.7% | -26.4% | +8.8% | -20.5% |
| YTD | +27.1% | -29.7% | +56.8% | +22.9% |
| All | +27.6% | -24.3% | +51.9% | +22.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling