+18.0%
BAC vs IONS
+17.1%
+0.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -0.9% |
| 7D | -1.2% | -9.4% | +8.2% | 0.0% |
| 30D | -7.7% | -10.7% | +3.1% | -6.5% |
| 3M | -21.2% | -27.7% | +6.5% | -18.3% |
| 6M | -6.8% | -48.7% | +41.9% | -0.3% |
| YTD | -8.7% | -50.2% | +41.5% | -2.1% |
| 1Y | -5.3% | -46.8% | +41.5% | +0.6% |
| 3Y | +87.4% | -14.8% | +102.3% | +81.5% |
| All | +18.0% | +17.1% | +0.9% | +9.2% |
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 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