+435.3%
GNRC vs IONS
+87.6%
+347.7%
-83.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -2.6% | +5.5% | +3.5% |
| 7D | -0.2% | -6.7% | +6.5% | +1.3% |
| 30D | -15.7% | -4.1% | -11.6% | -15.1% |
| 3M | -27.3% | -26.6% | -0.8% | -23.4% |
| 6M | -12.1% | -27.5% | +15.5% | -7.1% |
| YTD | +37.1% | -31.5% | +68.6% | +46.5% |
| 1Y | -0.5% | -15.3% | +14.9% | +1.2% |
| 3Y | +61.5% | +31.3% | +30.2% | +41.4% |
| 5Y | -58.6% | +50.2% | -108.8% | -65.5% |
| All | +435.3% | +87.6% | +347.7% | +329.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling