+29.4%
GPN vs IONS
-64.1%
+93.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -3.6% | -8.4% | -12.0% |
| 7D | -7.1% | -29.6% | +22.5% | -7.3% |
| 30D | +7.7% | -35.6% | +43.3% | +7.5% |
| 3M | -0.1% | -51.7% | +51.6% | -0.4% |
| 6M | +29.4% | -64.0% | +93.4% | +28.3% |
| All | +29.4% | -64.1% | +93.5% | +28.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling