+12,561.3%
GWW vs IONS
+170.3%
+12,391.0%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.4% | -7.3% | -1.4% |
| 7D | +3.6% | -26.3% | +29.8% | +5.7% |
| 30D | +12.1% | -31.9% | +44.1% | +15.1% |
| 3M | +12.9% | -48.0% | +60.9% | +18.2% |
| 6M | +19.3% | -62.6% | +81.9% | +27.5% |
| YTD | +48.7% | -63.3% | +112.0% | +59.1% |
| 1Y | +60.5% | -58.4% | +118.9% | +70.0% |
| 3Y | +93.3% | -38.2% | +131.5% | +95.5% |
| 5Y | +219.0% | -11.1% | +230.1% | +209.6% |
| 10Y | +659.0% | -31.7% | +690.7% | +631.2% |
| All | +12,561.3% | +170.3% | +12,391.0% | +9,085.5% |
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