-18.1%
SONY vs IONS
-14.8%
-3.3%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +1.8% |
| 7D | -2.7% | -6.7% | +4.0% | -2.2% |
| 30D | +1.5% | -4.1% | +5.6% | +1.7% |
| 3M | +13.0% | -26.6% | +39.6% | +15.3% |
| 6M | +11.2% | -27.5% | +38.7% | +13.7% |
| YTD | -6.6% | -31.5% | +24.8% | -3.4% |
| 1Y | -18.1% | -15.3% | -2.8% | -14.8% |
| All | -18.1% | -14.8% | -3.3% | -14.8% |
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 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