+38.2%
GLW vs IONS
-59.1%
+97.3%
-59.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +0.5% | +6.9% | +7.4% |
| 7D | +1.4% | -29.4% | +30.9% | +4.0% |
| 30D | -18.2% | -35.1% | +16.9% | -14.9% |
| 3M | -24.2% | -48.9% | +24.7% | -18.8% |
| 6M | -41.7% | -62.4% | +20.7% | -39.1% |
| YTD | +38.3% | -64.2% | +102.5% | +46.8% |
| 1Y | +38.2% | -60.9% | +99.1% | +40.7% |
| All | +38.2% | -59.1% | +97.3% | +40.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling