+643.2%
GEV vs IONS
+27.3%
+615.9%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.4% | +5.5% | +3.4% |
| 7D | +8.1% | -5.3% | +13.4% | +8.6% |
| 30D | -1.9% | +0.3% | -2.2% | -2.0% |
| 3M | +4.1% | -22.9% | +27.0% | +5.9% |
| 6M | +23.2% | -23.4% | +46.6% | +25.4% |
| YTD | +48.9% | -28.3% | +77.2% | +52.8% |
| 1Y | +62.2% | -7.0% | +69.2% | +62.1% |
| All | +643.2% | +27.3% | +615.9% | +600.9% |
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