+2,568.8%
GE vs IONS
+188.4%
+2,380.5%
-85.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -21.4% | +25.2% | +6.0% |
| 7D | +6.3% | -24.8% | +31.1% | +9.0% |
| 30D | +8.9% | -31.5% | +40.4% | +12.7% |
| 3M | -9.2% | -45.2% | +36.0% | -4.0% |
| 6M | +13.2% | -59.1% | +72.3% | +22.7% |
| YTD | +9.4% | -60.8% | +70.2% | +19.0% |
| 1Y | +9.8% | -57.9% | +67.6% | +18.5% |
| 3Y | +278.2% | -34.5% | +312.7% | +283.3% |
| 5Y | +396.0% | -8.8% | +404.8% | +379.6% |
| 10Y | +162.4% | -19.2% | +181.6% | +148.1% |
| All | +2,568.8% | +188.4% | +2,380.5% | +1,692.2% |
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