+1,403.3%
GME vs IONS
+51.4%
+1,351.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -9.1% | +8.4% | +0.8% |
| 7D | +4.8% | -30.3% | +35.0% | +10.1% |
| 30D | -4.3% | -37.7% | +33.5% | +2.3% |
| 3M | +35.3% | -50.5% | +85.8% | +49.4% |
| 6M | +4.7% | -62.8% | +67.5% | +19.7% |
| YTD | +26.6% | -64.4% | +91.0% | +45.4% |
| 1Y | +18.3% | -59.5% | +77.8% | +33.0% |
| 3Y | +102.8% | -39.2% | +142.0% | +109.2% |
| 5Y | -48.9% | -15.3% | -33.6% | -50.1% |
| 10Y | +480.5% | -31.2% | +511.6% | +449.1% |
| All | +1,403.3% | +51.4% | +1,351.9% | +818.3% |
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 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