+31.8%
BA vs IONS
+17.3%
+14.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.6% | -1.1% | +0.2% |
| 7D | +1.1% | -9.4% | +10.5% | +3.2% |
| 30D | -7.9% | -10.7% | +2.8% | -5.8% |
| 3M | -25.3% | -27.7% | +2.3% | -20.4% |
| 6M | -24.6% | -48.7% | +24.1% | -14.1% |
| YTD | -20.1% | -50.2% | +30.0% | -8.7% |
| 1Y | -11.8% | -46.8% | +35.0% | -0.8% |
| 3Y | -10.1% | -14.8% | +4.7% | -13.5% |
| 5Y | -22.7% | +17.0% | -39.8% | -33.8% |
| All | +31.8% | +17.3% | +14.5% | +16.9% |
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