+368.0%
GDDY vs IONS
-12.5%
+380.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +2.0% | +1.0% |
| 7D | -8.1% | -8.7% | +0.5% | -6.7% |
| 30D | +2.3% | -1.6% | +3.9% | +2.5% |
| 3M | +14.7% | -24.9% | +39.6% | +19.1% |
| 6M | +2.1% | -25.7% | +27.7% | +6.0% |
| YTD | -24.6% | -29.2% | +4.6% | -21.1% |
| 1Y | -37.1% | -13.0% | -24.1% | -36.6% |
| 3Y | +25.5% | +35.9% | -10.4% | +12.4% |
| 5Y | +24.2% | +54.5% | -30.3% | +6.7% |
| 10Y | +191.6% | +93.1% | +98.5% | +139.5% |
| All | +368.0% | -12.5% | +380.5% | +308.7% |
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