+31.4%
SWKS vs IONS
-59.1%
+90.5%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | +0.5% | +5.5% | +6.0% |
| 7D | +5.7% | -29.4% | +35.1% | +5.9% |
| 30D | +17.3% | -35.1% | +52.4% | +17.6% |
| 3M | +28.3% | -48.9% | +77.1% | +28.3% |
| 6M | +26.1% | -62.4% | +88.5% | +23.5% |
| YTD | +41.1% | -64.2% | +105.3% | +37.5% |
| 1Y | +31.4% | -60.9% | +92.3% | +25.4% |
| All | +31.4% | -59.1% | +90.5% | +25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling