+124,636.7%
SU vs IONS
+440.4%
+124,196.3%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | +3.6% | -4.8% | +8.4% | +4.2% |
| 30D | +7.9% | +7.2% | +0.7% | +6.8% |
| 3M | +3.5% | -22.7% | +26.2% | +6.1% |
| 6M | +19.0% | -26.9% | +45.8% | +22.5% |
| YTD | +55.0% | -26.6% | +81.5% | +59.3% |
| 1Y | +71.2% | -2.1% | +73.3% | +69.4% |
| 3Y | +117.4% | +43.4% | +74.0% | +99.4% |
| 5Y | +335.2% | +47.0% | +288.2% | +289.3% |
| 10Y | +248.7% | +97.2% | +151.6% | +184.1% |
| All | +124,636.7% | +440.4% | +124,196.3% | +29,786.5% |
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