+2,491.4%
GPN vs IONS
+166.4%
+2,325.0%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.0% | -3.6% | -8.4% | -11.5% |
| 7D | -7.1% | -29.6% | +22.5% | -3.1% |
| 30D | +7.7% | -35.6% | +43.3% | +13.7% |
| 3M | -0.1% | -51.7% | +51.6% | +9.4% |
| 6M | +29.4% | -64.0% | +93.4% | +46.3% |
| YTD | +15.1% | -65.5% | +80.6% | +30.7% |
| 1Y | +15.4% | -62.4% | +77.9% | +29.5% |
| 3Y | -16.5% | -41.1% | +24.6% | -14.2% |
| 5Y | -29.6% | -16.5% | -13.1% | -32.2% |
| 10Y | +34.7% | -35.8% | +70.6% | +29.0% |
| All | +2,491.4% | +166.4% | +2,325.0% | +1,692.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling