-16.3%
SOUN vs IONS
+38.7%
-54.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.8% |
| 7D | -6.8% | -4.3% | -2.6% | -5.1% |
| 30D | -15.2% | +0.4% | -15.7% | -15.7% |
| 3M | -7.0% | -24.1% | +17.1% | +1.4% |
| 6M | -20.5% | -26.4% | +5.9% | -12.1% |
| YTD | -37.0% | -29.7% | -7.4% | -29.1% |
| 1Y | -55.3% | -13.0% | -42.3% | -54.5% |
| 3Y | +173.0% | +35.0% | +138.0% | +95.8% |
| All | -16.3% | +38.7% | -54.9% | -49.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling