+33.7%
GAP vs IONS
+88.4%
-54.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.2% | +0.3% |
| 7D | +1.7% | -5.3% | +7.0% | +2.8% |
| 30D | +9.3% | +0.3% | +9.1% | +9.1% |
| 3M | +6.1% | -22.9% | +29.0% | +10.2% |
| 6M | -2.3% | -23.4% | +21.1% | +1.6% |
| YTD | -10.6% | -28.3% | +17.7% | -5.8% |
| 1Y | -4.4% | -7.0% | +2.6% | -5.1% |
| 3Y | +118.3% | +37.6% | +80.7% | +90.0% |
| 5Y | +12.2% | +53.4% | -41.2% | -7.8% |
| 10Y | +33.7% | +83.9% | -50.2% | +2.5% |
| All | +33.7% | +88.4% | -54.7% | +2.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling