+48.0%
GM vs IONS
-12.6%
+60.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.8% |
| 7D | -1.1% | -4.3% | +3.2% | -1.0% |
| 30D | -3.4% | +0.4% | -3.8% | -3.6% |
| 3M | +8.7% | -24.1% | +32.8% | +8.6% |
| 6M | +15.4% | -26.4% | +41.9% | +15.8% |
| YTD | +6.6% | -29.7% | +36.3% | +7.8% |
| All | +48.0% | -12.6% | +60.5% | +55.8% |
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