+5,240.8%
GRMN vs IONS
+503.5%
+4,737.3%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -2.9% | -4.8% | +2.0% | -2.2% |
| 30D | -8.4% | +7.2% | -15.6% | -9.4% |
| 3M | +15.0% | -22.7% | +37.7% | +18.3% |
| 6M | +11.2% | -26.9% | +38.1% | +15.2% |
| YTD | +37.7% | -26.6% | +64.3% | +42.5% |
| 1Y | +18.5% | -2.1% | +20.6% | +17.4% |
| 3Y | +175.8% | +43.4% | +132.4% | +151.0% |
| 5Y | +75.1% | +47.0% | +28.1% | +55.3% |
| 10Y | +637.0% | +97.2% | +539.8% | +490.6% |
| All | +5,240.8% | +503.5% | +4,737.3% | +2,575.2% |
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