+80.5%
GM vs IONS
+52.5%
+28.0%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.2% | -1.1% | -2.2% |
| 7D | -1.1% | -8.7% | +7.6% | +0.1% |
| 30D | -4.6% | -1.6% | -3.0% | -4.5% |
| 3M | +0.2% | -24.9% | +25.1% | +3.4% |
| 6M | +12.6% | -25.7% | +38.3% | +16.3% |
| YTD | +3.7% | -29.2% | +32.9% | +7.8% |
| 1Y | +45.6% | -13.0% | +58.6% | +46.1% |
| 3Y | +162.0% | +35.9% | +126.0% | +133.4% |
| 5Y | +80.5% | +54.5% | +26.0% | +57.8% |
| All | +80.5% | +52.5% | +28.0% | +57.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling