-55.2%
GLXY vs IONS
-44.5%
-10.6%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -17.0% | -0.7% | -16.3% | -16.9% |
| 7D | -26.8% | -10.6% | -16.2% | -25.2% |
| 30D | -38.3% | -7.7% | -30.6% | -37.2% |
| 3M | -36.9% | -27.1% | -9.8% | -34.1% |
| 6M | -52.1% | -46.8% | -5.3% | -49.4% |
| YTD | -37.5% | -49.2% | +11.7% | -33.3% |
| 1Y | -55.2% | -44.9% | -10.3% | -54.9% |
| All | -55.2% | -44.5% | -10.6% | -54.9% |
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 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