-23.7%
SOLS vs IONS
-64.1%
+40.4%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -1.4% |
| 7D | +20.8% | -29.6% | +50.5% | +15.8% |
| 30D | +9.2% | -35.6% | +44.8% | +4.4% |
| 3M | +7.1% | -51.7% | +58.7% | -1.2% |
| 6M | -23.7% | -64.0% | +40.3% | -35.0% |
| All | -23.7% | -64.1% | +40.4% | -35.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling