+284.1%
GE vs IONS
+46.3%
+237.8%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.1% |
| 7D | -1.6% | -4.8% | +3.3% | -1.1% |
| 30D | -11.6% | +7.2% | -18.8% | -12.3% |
| 3M | +3.0% | -22.7% | +25.7% | +5.2% |
| 6M | -0.5% | -26.9% | +26.4% | +2.2% |
| YTD | +9.7% | -26.6% | +36.3% | +12.7% |
| 1Y | +20.0% | -2.1% | +22.2% | +19.5% |
| All | +284.1% | +46.3% | +237.8% | +254.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling