+460.5%
SPMO vs IONS
-32.1%
+492.6%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +6.4% | -8.0% | -2.5% |
| 7D | +6.3% | -26.3% | +32.6% | +10.4% |
| 30D | -8.9% | -31.9% | +23.1% | -4.2% |
| 3M | -13.2% | -48.0% | +34.8% | -5.3% |
| 6M | -9.3% | -62.6% | +53.3% | +3.1% |
| YTD | +11.6% | -63.3% | +74.8% | +26.8% |
| 1Y | +13.4% | -58.4% | +71.8% | +26.3% |
| 3Y | +122.9% | -38.2% | +161.1% | +124.8% |
| 5Y | +113.9% | -11.1% | +125.0% | +95.9% |
| All | +460.5% | -32.1% | +492.6% | +437.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling