+2,362.0%
GLW vs IONS
+162.2%
+2,199.8%
-99.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -9.1% | +5.8% | -2.1% |
| 7D | -11.1% | -30.3% | +19.2% | -7.2% |
| 30D | -28.4% | -37.7% | +9.3% | -24.2% |
| 3M | -28.8% | -50.5% | +21.7% | -22.3% |
| 6M | -39.8% | -62.8% | +23.0% | -32.3% |
| YTD | +28.7% | -64.4% | +93.1% | +45.7% |
| 1Y | +27.7% | -59.5% | +87.2% | +41.9% |
| 3Y | +331.3% | -39.2% | +370.5% | +343.4% |
| 5Y | +233.4% | -15.3% | +248.8% | +220.7% |
| 10Y | +521.8% | -31.2% | +552.9% | +487.4% |
| All | +2,362.0% | +162.2% | +2,199.8% | +1,248.7% |
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 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