+22,434.7%
GD vs IONS
+273.5%
+22,161.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.7% | -1.9% | -2.5% |
| 7D | +3.0% | -10.6% | +13.5% | +3.6% |
| 30D | +10.5% | -7.7% | +18.2% | +11.0% |
| 3M | -5.0% | -27.1% | +22.1% | -3.3% |
| 6M | +5.5% | -46.8% | +52.3% | +9.0% |
| YTD | +10.3% | -49.2% | +59.6% | +14.3% |
| 1Y | +8.2% | -44.9% | +53.1% | +11.4% |
| 3Y | +59.0% | -14.9% | +73.9% | +58.0% |
| 5Y | +104.3% | +15.9% | +88.3% | +97.4% |
| 10Y | +202.4% | +48.0% | +154.5% | +183.7% |
| All | +22,434.7% | +273.5% | +22,161.2% | +18,504.0% |
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