-26.4%
BA vs IONS
-11.8%
-14.6%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -1.1% |
| 7D | -1.1% | -26.3% | +25.2% | +3.7% |
| 30D | -7.1% | -31.9% | +24.8% | -1.4% |
| 3M | -25.5% | -48.0% | +22.4% | -17.1% |
| 6M | -28.7% | -62.6% | +33.8% | -16.3% |
| YTD | -21.0% | -63.3% | +42.3% | -7.2% |
| 1Y | -11.9% | -58.4% | +46.5% | +1.0% |
| 3Y | -16.2% | -38.2% | +22.1% | -15.9% |
| All | -26.4% | -11.8% | -14.6% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling