+222.0%
GLDM vs IONS
-8.4%
+230.4%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.0% |
| 7D | +1.9% | -12.6% | +14.5% | +2.3% |
| 30D | -1.7% | -11.8% | +10.1% | -1.3% |
| 3M | -3.5% | -28.4% | +24.9% | -2.6% |
| 6M | -10.1% | -48.4% | +38.4% | -8.5% |
| YTD | -5.0% | -51.0% | +45.9% | -3.2% |
| 1Y | +2.8% | -48.0% | +50.8% | +4.6% |
| 3Y | +105.1% | -17.8% | +122.9% | +106.0% |
| 5Y | +124.3% | +15.2% | +109.1% | +124.0% |
| All | +222.0% | -8.4% | +230.4% | +221.0% |
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