+2,230.3%
GLW vs IONS
+266.7%
+1,963.6%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.0% | +2.4% |
| 7D | -13.9% | -9.4% | -4.5% | -12.7% |
| 30D | -35.0% | -10.7% | -24.3% | -33.9% |
| 3M | -32.4% | -27.7% | -4.7% | -29.4% |
| 6M | -41.3% | -48.7% | +7.4% | -36.4% |
| YTD | +21.8% | -50.2% | +72.0% | +32.7% |
| 1Y | +21.8% | -46.8% | +68.6% | +31.4% |
| 3Y | +307.7% | -14.8% | +322.5% | +303.0% |
| 5Y | +213.7% | +17.0% | +196.7% | +190.7% |
| 10Y | +509.3% | +45.3% | +464.0% | +422.5% |
| All | +2,230.3% | +266.7% | +1,963.6% | +1,128.2% |
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