-10.1%
SOUN vs IONS
+44.8%
-54.9%
-93.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -5.2% | -4.8% | -0.4% | -3.3% |
| 30D | +4.8% | +7.2% | -2.4% | +1.5% |
| 3M | -15.9% | -22.7% | +6.8% | -8.9% |
| 6M | -17.4% | -26.9% | +9.5% | -8.4% |
| YTD | -32.4% | -26.6% | -5.8% | -25.3% |
| 1Y | -49.3% | -2.1% | -47.2% | -51.1% |
| 3Y | +167.5% | +43.4% | +124.0% | +85.7% |
| All | -10.1% | +44.8% | -54.9% | -46.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling