-54.0%
GME vs IONS
+17.1%
-71.2%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.6% | +2.3% | +3.5% |
| 7D | +3.7% | -9.4% | +13.1% | +6.6% |
| 30D | +2.2% | -10.7% | +12.9% | +5.4% |
| 3M | +30.6% | -27.7% | +58.3% | +42.0% |
| 6M | -0.2% | -48.7% | +48.5% | +18.0% |
| YTD | +25.1% | -50.2% | +75.3% | +48.5% |
| 1Y | +17.7% | -46.8% | +64.5% | +36.0% |
| 3Y | +85.7% | -14.8% | +100.5% | +70.7% |
| All | -54.0% | +17.1% | -71.2% | -67.3% |
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