+36.6%
GH vs IONS
+17.1%
+19.5%
-85.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -2.3% |
| 7D | -15.6% | -9.4% | -6.2% | -12.4% |
| 30D | -10.4% | -10.7% | +0.4% | -6.5% |
| 3M | -4.3% | -27.7% | +23.4% | +6.9% |
| 6M | +63.5% | -48.7% | +112.2% | +102.6% |
| YTD | +47.7% | -50.2% | +97.9% | +84.5% |
| 1Y | +56.7% | -46.8% | +103.5% | +90.0% |
| 3Y | +443.9% | -14.8% | +458.7% | +390.1% |
| All | +36.6% | +17.1% | +19.5% | -5.8% |
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