+1,054.0%
GSK vs IONS
+266.7%
+787.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.3% |
| 7D | +1.7% | -9.4% | +11.1% | +2.3% |
| 30D | +7.0% | -10.7% | +17.8% | +7.8% |
| 3M | -2.7% | -27.7% | +25.0% | -0.6% |
| 6M | +1.4% | -48.7% | +50.1% | +5.6% |
| YTD | +5.3% | -50.2% | +55.5% | +9.9% |
| 1Y | +10.6% | -46.8% | +57.4% | +14.8% |
| 3Y | +62.6% | -14.8% | +77.4% | +61.6% |
| 5Y | +41.7% | +17.0% | +24.7% | +36.4% |
| 10Y | +104.7% | +45.3% | +59.4% | +89.3% |
| All | +1,054.0% | +266.7% | +787.3% | +706.3% |
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