+32,991.5%
GILD vs IONS
+273.9%
+32,717.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.3% |
| 7D | -4.8% | -6.7% | +1.9% | -3.6% |
| 30D | +5.8% | -4.1% | +9.9% | +6.5% |
| 3M | +14.9% | -26.6% | +41.5% | +20.7% |
| 6M | -0.4% | -27.5% | +27.2% | +4.8% |
| YTD | +18.5% | -31.5% | +50.0% | +25.9% |
| 1Y | +25.1% | -15.3% | +40.5% | +27.4% |
| 3Y | +105.9% | +31.3% | +74.6% | +85.7% |
| 5Y | +143.0% | +50.2% | +92.8% | +107.4% |
| 10Y | +162.4% | +86.9% | +75.5% | +96.3% |
| All | +32,991.5% | +273.9% | +32,717.7% | +10,299.6% |
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