+226.2%
SU vs IONS
-11.8%
+238.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | +0.6% |
| 7D | +1.7% | -26.3% | +28.0% | +3.1% |
| 30D | -7.9% | -31.9% | +24.1% | -6.3% |
| 3M | +7.5% | -48.0% | +55.5% | +10.6% |
| 6M | +7.2% | -62.6% | +69.8% | +12.0% |
| YTD | +60.9% | -63.3% | +124.2% | +68.1% |
| 1Y | +63.6% | -58.4% | +122.0% | +69.5% |
| 3Y | +128.9% | -38.2% | +167.1% | +125.2% |
| All | +226.2% | -11.8% | +238.1% | +214.5% |
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 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