-10.6%
BA vs IONS
-44.5%
+33.9%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.2% |
| 7D | +5.9% | -10.6% | +16.5% | +7.2% |
| 30D | -8.2% | -7.7% | -0.5% | -7.5% |
| 3M | -25.4% | -27.1% | +1.7% | -22.5% |
| 6M | -20.0% | -46.8% | +26.8% | -14.6% |
| YTD | -18.5% | -49.2% | +30.8% | -12.7% |
| 1Y | -10.6% | -44.9% | +34.3% | -4.4% |
| All | -10.6% | -44.5% | +33.9% | -4.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling