+251.7%
BAC vs IONS
-5.7%
+257.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -21.4% | +23.6% | +5.7% |
| 7D | +2.0% | -24.8% | +26.8% | +6.1% |
| 30D | -6.9% | -31.5% | +24.6% | -1.7% |
| 3M | -19.6% | -45.2% | +25.6% | -12.1% |
| 6M | -0.5% | -59.1% | +58.6% | +13.0% |
| YTD | -6.6% | -60.8% | +54.2% | +6.5% |
| 1Y | -3.0% | -57.9% | +54.9% | +9.2% |
| 3Y | +97.3% | -34.5% | +131.8% | +98.4% |
| 5Y | +21.9% | -8.8% | +30.7% | +11.3% |
| 10Y | +251.7% | -19.2% | +270.9% | +208.2% |
| All | +251.7% | -5.7% | +257.4% | +208.2% |
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