+13.1%
GSK vs IONS
-44.5%
+57.7%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.7% | +5.7% | +5.1% |
| 7D | +4.9% | -10.6% | +15.5% | +6.4% |
| 30D | +9.9% | -7.7% | +17.6% | +10.9% |
| 3M | +0.2% | -27.1% | +27.3% | +3.9% |
| 6M | +2.3% | -46.8% | +49.1% | +8.5% |
| YTD | +7.1% | -49.2% | +56.3% | +14.5% |
| 1Y | +13.1% | -44.9% | +58.0% | +20.2% |
| All | +13.1% | -44.5% | +57.7% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling