+21,908.5%
GD vs IONS
+260.9%
+21,647.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.0% | -2.1% |
| 7D | -3.9% | -12.6% | +8.7% | -3.2% |
| 30D | +8.1% | -11.8% | +19.9% | +8.8% |
| 3M | -6.8% | -28.4% | +21.6% | -5.1% |
| 6M | +3.0% | -48.4% | +51.4% | +6.6% |
| YTD | +7.8% | -51.0% | +58.7% | +11.8% |
| 1Y | +5.8% | -48.0% | +53.8% | +9.4% |
| 3Y | +55.3% | -17.8% | +73.1% | +54.6% |
| 5Y | +96.7% | +15.2% | +81.5% | +90.2% |
| 10Y | +195.4% | +43.0% | +152.4% | +177.6% |
| All | +21,908.5% | +260.9% | +21,647.6% | +18,106.3% |
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