+11,140.7%
GWW vs IONS
+440.4%
+10,700.3%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +1.0% | +0.9% |
| 7D | +1.4% | -4.8% | +6.2% | +1.8% |
| 30D | +3.3% | +7.2% | -3.9% | +2.6% |
| 3M | +2.9% | -22.7% | +25.6% | +4.5% |
| 6M | +15.8% | -26.9% | +42.7% | +18.0% |
| YTD | +32.0% | -26.6% | +58.6% | +34.5% |
| 1Y | +29.9% | -2.1% | +32.0% | +29.2% |
| 3Y | +91.1% | +43.4% | +47.6% | +81.6% |
| 5Y | +223.9% | +47.0% | +176.9% | +203.4% |
| 10Y | +567.0% | +97.2% | +469.9% | +494.0% |
| All | +11,140.7% | +440.4% | +10,700.3% | +7,664.4% |
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