+160.6%
SPMO vs IONS
+36.3%
+124.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.2% | +1.1% | 0.0% |
| 7D | +2.7% | -8.7% | +11.4% | +3.4% |
| 30D | +1.1% | -1.6% | +2.7% | +1.1% |
| 3M | +2.0% | -24.9% | +26.9% | +3.6% |
| 6M | +26.5% | -25.7% | +52.2% | +28.5% |
| YTD | +26.5% | -29.2% | +55.7% | +29.0% |
| 1Y | +27.9% | -13.0% | +40.9% | +27.7% |
| All | +160.6% | +36.3% | +124.3% | +139.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling