+1,081.8%
GSK vs IONS
+188.4%
+893.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -21.4% | +23.8% | +3.8% |
| 7D | +4.9% | -24.8% | +29.7% | +6.7% |
| 30D | +10.8% | -31.5% | +42.4% | +13.4% |
| 3M | -1.8% | -45.2% | +43.4% | +1.9% |
| 6M | +4.1% | -59.1% | +63.2% | +9.8% |
| YTD | +7.9% | -60.8% | +68.7% | +14.1% |
| 1Y | +14.4% | -57.9% | +72.3% | +20.4% |
| 3Y | +68.1% | -34.5% | +102.6% | +69.6% |
| 5Y | +47.7% | -8.8% | +56.5% | +44.3% |
| 10Y | +100.5% | -19.2% | +119.7% | +92.3% |
| All | +1,081.8% | +188.4% | +893.4% | +737.2% |
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