+3,288.0%
GLW vs IONS
+440.4%
+2,847.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.1% | +5.8% | +5.7% |
| 7D | +3.8% | -4.8% | +8.6% | +4.4% |
| 30D | -1.3% | +7.2% | -8.5% | -2.3% |
| 3M | -21.8% | -22.7% | +0.9% | -19.8% |
| 6M | +6.9% | -26.9% | +33.8% | +10.5% |
| YTD | +77.2% | -26.6% | +103.7% | +83.0% |
| 1Y | +123.2% | -2.1% | +125.4% | +121.3% |
| 3Y | +400.0% | +43.4% | +356.6% | +359.1% |
| 5Y | +342.8% | +47.0% | +295.8% | +296.7% |
| 10Y | +771.4% | +97.2% | +674.2% | +614.7% |
| All | +3,288.0% | +440.4% | +2,847.6% | +1,593.9% |
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 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