+2,611.5%
GPN vs IONS
+466.7%
+2,144.8%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +0.8% | -4.8% | +5.6% | +1.5% |
| 30D | +5.8% | +7.2% | -1.4% | +4.7% |
| 3M | +37.0% | -22.7% | +59.7% | +40.7% |
| 6M | +20.1% | -26.9% | +47.0% | +24.2% |
| YTD | +20.4% | -26.6% | +47.0% | +24.4% |
| 1Y | +7.4% | -2.1% | +9.5% | +6.5% |
| 3Y | -26.1% | +43.4% | -69.6% | -32.5% |
| 5Y | -38.5% | +47.0% | -85.5% | -44.9% |
| 10Y | +28.4% | +97.2% | -68.8% | +6.2% |
| All | +2,611.5% | +466.7% | +2,144.8% | +1,605.6% |
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 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