+236.3%
GDXJ vs IONS
+52.5%
+183.8%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.6% | +1.5% |
| 7D | +0.9% | -8.7% | +9.6% | +2.4% |
| 30D | +8.8% | -1.6% | +10.4% | +9.1% |
| 3M | +29.8% | -24.9% | +54.7% | +34.2% |
| 6M | -5.8% | -25.7% | +19.8% | -2.5% |
| YTD | +13.6% | -29.2% | +42.8% | +18.7% |
| 1Y | +54.5% | -13.0% | +67.5% | +56.4% |
| 3Y | +301.4% | +35.9% | +265.4% | +266.7% |
| 5Y | +236.3% | +54.5% | +181.8% | +206.4% |
| All | +236.3% | +52.5% | +183.8% | +206.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling