-16.2%
GPN vs IONS
-40.7%
+24.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -3.6% | -8.4% | -11.7% |
| 7D | -7.1% | -29.6% | +22.5% | -4.6% |
| 30D | +7.7% | -35.6% | +43.3% | +11.4% |
| 3M | -0.1% | -51.7% | +51.6% | +6.1% |
| 6M | +29.4% | -64.0% | +93.4% | +40.5% |
| YTD | +15.1% | -65.5% | +80.6% | +25.4% |
| 1Y | +15.4% | -62.4% | +77.9% | +24.6% |
| All | -16.2% | -40.7% | +24.5% | -18.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling