+669.0%
GRMN vs IONS
+87.6%
+581.3%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -2.6% | +6.8% | +4.6% |
| 7D | +2.4% | -6.7% | +9.1% | +3.4% |
| 30D | -8.5% | -4.1% | -4.4% | -8.0% |
| 3M | +19.5% | -26.6% | +46.0% | +23.8% |
| 6M | +21.2% | -27.5% | +48.7% | +25.8% |
| YTD | +41.0% | -31.5% | +72.5% | +47.5% |
| 1Y | +19.6% | -15.3% | +34.9% | +21.0% |
| 3Y | +183.8% | +31.3% | +152.5% | +158.9% |
| 5Y | +83.0% | +50.2% | +32.8% | +59.1% |
| All | +669.0% | +87.6% | +581.3% | +537.3% |
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 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