+928.5%
GAP vs IONS
+440.4%
+488.1%
-85.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -4.5% | -4.8% | +0.4% | -4.0% |
| 30D | +9.0% | +7.2% | +1.8% | +8.2% |
| 3M | +5.0% | -22.7% | +27.7% | +7.0% |
| 6M | -17.8% | -26.9% | +9.1% | -15.8% |
| YTD | -10.4% | -26.6% | +16.2% | -8.3% |
| 1Y | -3.4% | -2.1% | -1.3% | -4.0% |
| 3Y | +111.5% | +43.4% | +68.0% | +99.2% |
| 5Y | +8.8% | +47.0% | -38.2% | +1.2% |
| 10Y | +32.9% | +97.2% | -64.3% | +17.8% |
| All | +928.5% | +440.4% | +488.1% | +602.8% |
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