+224.0%
GWW vs IONS
+51.6%
+172.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.4% | -0.3% | -2.5% |
| 7D | -1.5% | -5.3% | +3.8% | -1.2% |
| 30D | +1.1% | +0.3% | +0.8% | +1.0% |
| 3M | -1.0% | -22.9% | +21.9% | +0.4% |
| 6M | +16.3% | -23.4% | +39.7% | +17.9% |
| YTD | +28.5% | -28.3% | +56.8% | +30.9% |
| 1Y | +30.3% | -7.0% | +37.3% | +29.9% |
| 3Y | +91.6% | +37.6% | +54.0% | +80.8% |
| 5Y | +224.0% | +53.4% | +170.6% | +201.6% |
| All | +224.0% | +51.6% | +172.4% | +201.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling