+23.3%
BA vs IONS
-32.1%
+55.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -1.4% |
| 7D | -1.1% | -26.3% | +25.2% | +4.8% |
| 30D | -7.1% | -31.9% | +24.8% | 0.0% |
| 3M | -25.5% | -48.0% | +22.4% | -15.2% |
| 6M | -28.7% | -62.6% | +33.8% | -13.5% |
| YTD | -21.0% | -63.3% | +42.3% | -4.1% |
| 1Y | -11.9% | -58.4% | +46.5% | +3.9% |
| 3Y | -16.2% | -38.2% | +22.1% | -14.3% |
| 5Y | -22.4% | -11.1% | -11.3% | -30.5% |
| All | +23.3% | -32.1% | +55.4% | +19.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling