-55.3%
SOUN vs IONS
-13.5%
-41.8%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.7% | -2.4% | -2.9% |
| 7D | -6.8% | -4.3% | -2.6% | -5.7% |
| 30D | -15.2% | +0.4% | -15.7% | -15.6% |
| 3M | -7.0% | -24.1% | +17.1% | -4.5% |
| 6M | -20.5% | -26.4% | +5.9% | -17.2% |
| YTD | -37.0% | -29.7% | -7.4% | -32.8% |
| 1Y | -55.3% | -13.0% | -42.3% | -60.3% |
| All | -55.3% | -13.5% | -41.8% | -60.3% |
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 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