-43.8%
GPN vs IONS
+50.3%
-94.1%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.6% | +2.3% | +0.1% |
| 7D | -4.6% | -6.7% | +2.1% | -3.6% |
| 30D | -0.3% | -4.1% | +3.8% | +0.3% |
| 3M | +35.4% | -26.6% | +62.0% | +40.5% |
| 6M | +21.7% | -27.5% | +49.2% | +26.4% |
| YTD | +14.9% | -31.5% | +46.4% | +20.4% |
| 1Y | +3.2% | -15.3% | +18.5% | +4.2% |
| 3Y | -27.1% | +31.3% | -58.4% | -35.4% |
| All | -43.8% | +50.3% | -94.1% | -54.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling