+1,562.2%
BA vs IONS
+440.4%
+1,121.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +1.2% | -4.8% | +6.0% | +1.6% |
| 30D | -11.6% | +7.2% | -18.8% | -12.3% |
| 3M | -2.4% | -22.7% | +20.3% | -0.4% |
| 6M | -6.6% | -26.9% | +20.3% | -4.2% |
| YTD | -2.2% | -26.6% | +24.3% | +0.1% |
| 1Y | -8.0% | -2.1% | -5.9% | -8.4% |
| 3Y | -5.0% | +43.4% | -48.4% | -10.3% |
| 5Y | -2.7% | +47.0% | -49.7% | -9.3% |
| 10Y | +75.9% | +97.2% | -21.3% | +57.1% |
| All | +1,562.2% | +440.4% | +1,121.8% | +1,080.3% |
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