+24.8%
GDX vs IONS
-44.5%
+69.3%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.7% | +9.7% | +9.1% |
| 7D | +0.8% | -10.6% | +11.3% | +3.1% |
| 30D | -3.2% | -7.7% | +4.5% | -1.7% |
| 3M | +8.6% | -27.1% | +35.7% | +15.3% |
| 6M | -1.2% | -46.8% | +45.5% | +5.9% |
| YTD | -1.4% | -49.2% | +47.9% | +9.1% |
| 1Y | +24.8% | -44.9% | +69.7% | +36.0% |
| All | +24.8% | -44.5% | +69.3% | +36.0% |
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 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