+2,148.2%
GNRC vs IONS
+525.9%
+1,622.2%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +2.0% |
| 7D | +4.8% | -5.3% | +10.1% | +5.8% |
| 30D | -10.4% | +0.3% | -10.6% | -10.5% |
| 3M | -28.5% | -22.9% | -5.6% | -25.8% |
| 6M | -6.8% | -23.4% | +16.6% | -3.2% |
| YTD | +39.5% | -28.3% | +67.8% | +46.4% |
| 1Y | +3.4% | -7.0% | +10.4% | +3.1% |
| 3Y | +65.1% | +37.6% | +27.5% | +47.7% |
| 5Y | -57.1% | +53.4% | -110.5% | -62.9% |
| 10Y | +432.5% | +83.9% | +348.6% | +323.7% |
| All | +2,148.2% | +525.9% | +1,622.2% | +819.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling