+183.9%
BAH vs IONS
+88.4%
+95.5%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.4% | +1.4% | -0.7% |
| 7D | -4.3% | -5.3% | +1.0% | -3.8% |
| 30D | -4.5% | +0.3% | -4.7% | -4.6% |
| 3M | -7.6% | -22.9% | +15.3% | -5.4% |
| 6M | -10.6% | -23.4% | +12.8% | -8.5% |
| YTD | -12.6% | -28.3% | +15.8% | -10.0% |
| 1Y | -27.0% | -7.0% | -20.0% | -27.4% |
| 3Y | -31.5% | +37.6% | -69.1% | -36.9% |
| 5Y | -3.8% | +53.4% | -57.2% | -14.4% |
| 10Y | +183.9% | +83.9% | +100.0% | +139.1% |
| All | +183.9% | +88.4% | +95.5% | +139.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling