-55.0%
GLXY vs IONS
-47.1%
-7.9%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +1.6% | +3.6% | +4.9% |
| 7D | -14.6% | -9.4% | -5.2% | -12.9% |
| 30D | -36.2% | -10.7% | -25.4% | -34.7% |
| 3M | -30.1% | -27.7% | -2.4% | -26.9% |
| 6M | -56.1% | -48.7% | -7.4% | -53.3% |
| YTD | -38.9% | -50.2% | +11.3% | -34.6% |
| 1Y | -55.0% | -46.8% | -8.2% | -54.2% |
| All | -55.0% | -47.1% | -7.9% | -54.2% |
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 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