+21.2%
GDX vs IONS
-55.7%
+77.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -21.4% | +25.8% | +7.3% |
| 7D | +15.6% | -24.8% | +40.4% | +19.9% |
| 30D | +2.4% | -31.5% | +34.0% | +8.4% |
| 3M | +1.7% | -45.2% | +46.9% | +12.6% |
| 6M | -3.3% | -59.1% | +55.7% | +7.5% |
| YTD | +6.6% | -60.8% | +67.4% | +22.4% |
| All | +21.2% | -55.7% | +77.0% | +32.8% |
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