+8.2%
GD vs IONS
-44.5%
+52.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.5% |
| 7D | +3.0% | -10.6% | +13.5% | +3.7% |
| 30D | +10.5% | -7.7% | +18.2% | +11.0% |
| 3M | -5.0% | -27.1% | +22.1% | -2.9% |
| 6M | +5.5% | -46.8% | +52.3% | +9.2% |
| YTD | +10.3% | -49.2% | +59.6% | +14.6% |
| 1Y | +8.2% | -44.9% | +53.1% | +11.9% |
| All | +8.2% | -44.5% | +52.7% | +11.9% |
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 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