+77.3%
GRMN vs IONS
+51.6%
+25.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.2% |
| 7D | +0.2% | -5.3% | +5.5% | +0.8% |
| 30D | -11.3% | +0.3% | -11.6% | -11.4% |
| 3M | +17.7% | -22.9% | +40.6% | +20.4% |
| 6M | +14.2% | -23.4% | +37.6% | +16.8% |
| YTD | +37.0% | -28.3% | +65.3% | +41.2% |
| 1Y | +17.0% | -7.0% | +24.0% | +16.8% |
| 3Y | +183.2% | +37.6% | +145.6% | +159.6% |
| 5Y | +77.3% | +53.4% | +23.9% | +53.8% |
| All | +77.3% | +51.6% | +25.7% | +53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling