-74.3%
GRAB vs IONS
+7.2%
-81.6%
-86.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.6% | +3.9% | +1.9% |
| 7D | -10.8% | -6.7% | -4.1% | -9.5% |
| 30D | -15.5% | -4.1% | -11.4% | -14.8% |
| 3M | -9.0% | -26.6% | +17.6% | -4.4% |
| 6M | -21.6% | -27.5% | +5.9% | -17.5% |
| YTD | -38.9% | -31.5% | -7.4% | -35.0% |
| 1Y | -44.8% | -15.3% | -29.5% | -44.2% |
| 3Y | -18.4% | +31.3% | -49.7% | -30.3% |
| 5Y | -71.6% | +50.2% | -121.8% | -77.5% |
| All | -74.3% | +7.2% | -81.6% | -75.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling