+87.4%
BAC vs IONS
-16.4%
+103.8%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.8% |
| 7D | -1.2% | -9.4% | +8.2% | -0.3% |
| 30D | -7.7% | -10.7% | +3.1% | -6.8% |
| 3M | -21.2% | -27.7% | +6.5% | -19.0% |
| 6M | -6.8% | -48.7% | +41.9% | -2.2% |
| YTD | -8.7% | -50.2% | +41.5% | -4.0% |
| 1Y | -5.3% | -46.8% | +41.5% | -1.1% |
| 3Y | +87.4% | -14.8% | +102.3% | +76.5% |
| All | +87.4% | -16.4% | +103.8% | +76.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling