+76.8%
GSK vs IONS
+88.4%
-11.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.5% |
| 7D | -4.2% | -5.3% | +1.1% | -3.7% |
| 30D | -7.5% | +0.3% | -7.8% | -7.6% |
| 3M | -3.3% | -22.9% | +19.6% | -1.2% |
| 6M | -9.3% | -23.4% | +14.1% | -7.3% |
| YTD | +1.6% | -28.3% | +29.9% | +4.5% |
| 1Y | +25.5% | -7.0% | +32.5% | +25.5% |
| 3Y | +49.3% | +37.6% | +11.6% | +40.2% |
| 5Y | +46.7% | +53.4% | -6.7% | +34.1% |
| 10Y | +76.8% | +83.9% | -7.1% | +54.6% |
| All | +76.8% | +88.4% | -11.6% | +54.6% |
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