+9.8%
GAP vs IONS
+47.7%
-38.0%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.5% | -4.8% | +0.4% | -3.6% |
| 30D | +9.0% | +7.2% | +1.8% | +7.5% |
| 3M | +5.0% | -22.7% | +27.7% | +8.5% |
| 6M | -17.8% | -26.9% | +9.1% | -14.1% |
| YTD | -10.4% | -26.6% | +16.2% | -6.5% |
| 1Y | -3.4% | -2.1% | -1.3% | -5.2% |
| 3Y | +111.5% | +43.4% | +68.0% | +81.6% |
| All | +9.8% | +47.7% | -38.0% | -16.9% |
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