+12,421.9%
GWW vs IONS
+162.2%
+12,259.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -9.1% | +10.8% | +2.4% |
| 7D | +5.5% | -30.3% | +35.8% | +8.2% |
| 30D | +14.4% | -37.7% | +52.1% | +18.3% |
| 3M | +13.7% | -50.5% | +64.2% | +19.5% |
| 6M | +20.1% | -62.8% | +82.8% | +28.4% |
| YTD | +47.1% | -64.4% | +111.4% | +57.7% |
| 1Y | +56.2% | -59.5% | +115.7% | +65.8% |
| 3Y | +90.5% | -39.2% | +129.7% | +93.0% |
| 5Y | +221.2% | -15.3% | +236.6% | +213.0% |
| 10Y | +648.4% | -31.2% | +679.6% | +620.8% |
| All | +12,421.9% | +162.2% | +12,259.7% | +9,008.4% |
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