-13.6%
SOUN vs IONS
+39.6%
-53.2%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -0.9% |
| 7D | -4.4% | -8.7% | +4.2% | -0.7% |
| 30D | -13.1% | -1.6% | -11.5% | -12.9% |
| 3M | -7.7% | -24.9% | +17.2% | +1.2% |
| 6M | -21.2% | -25.7% | +4.5% | -13.3% |
| YTD | -35.0% | -29.2% | -5.8% | -27.0% |
| 1Y | -56.4% | -13.0% | -43.4% | -55.5% |
| 3Y | +181.7% | +35.9% | +145.8% | +101.5% |
| All | -13.6% | +39.6% | -53.2% | -47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling