+11.7%
GLXY vs IONS
-7.3%
+19.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.4% | +5.1% | +3.0% |
| 7D | +15.5% | -5.3% | +20.7% | +16.1% |
| 30D | +34.1% | +0.3% | +33.8% | +33.5% |
| 3M | -11.3% | -22.9% | +11.5% | -11.1% |
| 6M | +31.6% | -23.4% | +55.0% | +32.6% |
| YTD | +21.0% | -28.3% | +49.3% | +23.7% |
| 1Y | +11.7% | -7.0% | +18.7% | +4.7% |
| All | +11.7% | -7.3% | +19.0% | +4.7% |
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 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