+1,715.2%
BAC vs IONS
+440.4%
+1,274.9%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | -0.1% |
| 7D | +1.1% | -4.8% | +5.9% | +1.7% |
| 30D | -0.4% | +7.2% | -7.6% | -1.3% |
| 3M | +16.9% | -22.7% | +39.6% | +19.8% |
| 6M | +26.6% | -26.9% | +53.5% | +30.6% |
| YTD | +15.8% | -26.6% | +42.4% | +19.2% |
| 1Y | +27.2% | -2.1% | +29.3% | +26.1% |
| 3Y | +132.4% | +43.4% | +89.0% | +114.3% |
| 5Y | +72.6% | +47.0% | +25.6% | +55.6% |
| 10Y | +389.7% | +97.2% | +292.6% | +307.1% |
| All | +1,715.2% | +440.4% | +1,274.9% | +1,042.8% |
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