+71.4%
BAC vs IONS
+47.7%
+23.7%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.1% | -4.8% | +5.9% | +1.6% |
| 30D | -0.4% | +7.2% | -7.6% | -1.3% |
| 3M | +16.9% | -22.7% | +39.6% | +19.5% |
| 6M | +26.6% | -26.9% | +53.5% | +30.2% |
| YTD | +15.8% | -26.6% | +42.4% | +18.9% |
| 1Y | +27.2% | -2.1% | +29.3% | +25.6% |
| 3Y | +132.4% | +43.4% | +89.0% | +110.4% |
| All | +71.4% | +47.7% | +23.7% | +54.5% |
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 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