+15.5%
GLXY vs IONS
+75.5%
-60.0%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | +13.4% | -4.8% | +18.3% | +14.2% |
| 30D | +38.1% | +7.2% | +30.9% | +36.0% |
| 3M | -7.3% | -22.7% | +15.4% | -4.8% |
| 6M | +8.2% | -26.9% | +35.1% | +12.4% |
| YTD | +17.8% | -26.6% | +44.3% | +22.0% |
| 1Y | +14.9% | -2.1% | +17.1% | +11.8% |
| All | +15.5% | +75.5% | -60.0% | -6.1% |
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