+165.6%
GRMN vs IONS
-38.5%
+204.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.5% | +1.3% | +1.8% |
| 7D | +1.7% | -29.4% | +31.1% | +3.8% |
| 30D | +10.2% | -35.1% | +45.3% | +13.2% |
| 3M | -4.7% | -48.9% | +44.2% | -0.4% |
| 6M | +22.3% | -62.4% | +84.7% | +30.5% |
| YTD | +46.7% | -64.2% | +110.9% | +57.1% |
| 1Y | +49.6% | -60.9% | +110.5% | +59.2% |
| All | +165.6% | -38.5% | +204.1% | +161.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling