+20.9%
GNRC vs IONS
-44.5%
+65.4%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -0.7% | -8.9% | -9.4% |
| 7D | -6.0% | -10.6% | +4.6% | -3.9% |
| 30D | -12.0% | -7.7% | -4.3% | -10.7% |
| 3M | -13.4% | -27.1% | +13.7% | -9.0% |
| 6M | -26.4% | -46.8% | +20.4% | -21.7% |
| YTD | +38.8% | -49.2% | +88.1% | +48.0% |
| 1Y | +20.9% | -44.9% | +65.8% | +26.4% |
| All | +20.9% | -44.5% | +65.4% | +26.4% |
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