+266.1%
GE vs IONS
-36.9%
+303.0%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.4% | -6.1% | -0.4% |
| 7D | +2.7% | -26.3% | +28.9% | +5.4% |
| 30D | +8.1% | -31.9% | +40.0% | +11.9% |
| 3M | -7.9% | -48.0% | +40.1% | -1.5% |
| 6M | +12.9% | -62.6% | +75.5% | +24.5% |
| YTD | +8.2% | -63.3% | +71.4% | +19.5% |
| 1Y | +9.7% | -58.4% | +68.1% | +19.5% |
| 3Y | +266.1% | -38.2% | +304.3% | +261.3% |
| All | +266.1% | -36.9% | +303.0% | +261.3% |
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