+573.2%
SPMO vs IONS
+33.0%
+540.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.6% | +1.6% |
| 7D | +2.0% | -4.8% | +6.9% | +2.5% |
| 30D | -0.4% | +7.2% | -7.6% | -1.2% |
| 3M | -1.9% | -22.7% | +20.8% | +0.2% |
| 6M | +25.0% | -26.9% | +51.9% | +28.4% |
| YTD | +26.0% | -26.6% | +52.6% | +29.2% |
| 1Y | +28.7% | -2.1% | +30.8% | +27.5% |
| 3Y | +160.9% | +43.4% | +117.5% | +141.2% |
| 5Y | +147.9% | +47.0% | +100.9% | +124.5% |
| 10Y | +518.9% | +97.2% | +421.8% | +468.7% |
| All | +573.2% | +33.0% | +540.2% | +521.6% |
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