+1,043.9%
GSK vs IONS
+440.4%
+603.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.9% | -1.9% |
| 7D | -1.8% | -4.8% | +3.0% | -1.5% |
| 30D | -2.2% | +7.2% | -9.4% | -2.7% |
| 3M | -1.8% | -22.7% | +20.9% | -0.4% |
| 6M | -10.6% | -26.9% | +16.3% | -9.0% |
| YTD | +4.4% | -26.6% | +31.0% | +6.2% |
| 1Y | +30.4% | -2.1% | +32.5% | +30.0% |
| 3Y | +60.1% | +43.4% | +16.6% | +53.6% |
| 5Y | +46.8% | +47.0% | -0.2% | +39.1% |
| 10Y | +79.2% | +97.2% | -18.0% | +62.2% |
| All | +1,043.9% | +440.4% | +603.6% | +679.4% |
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