+79.5%
GDXJ vs IONS
+326.2%
-246.7%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.1% | -2.4% | -2.5% |
| 7D | +0.2% | -4.8% | +5.0% | +0.6% |
| 30D | +17.9% | +7.2% | +10.7% | +17.1% |
| 3M | +15.3% | -22.7% | +38.0% | +17.5% |
| 6M | -9.4% | -26.9% | +17.4% | -7.3% |
| YTD | +13.4% | -26.6% | +40.0% | +16.1% |
| 1Y | +59.7% | -2.1% | +61.8% | +59.2% |
| 3Y | +283.6% | +43.4% | +240.1% | +263.6% |
| 5Y | +217.6% | +47.0% | +170.6% | +197.8% |
| 10Y | +225.7% | +97.2% | +128.5% | +187.9% |
| All | +79.5% | +326.2% | -246.7% | +12.6% |
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