+219.6%
BAH vs IONS
+17.3%
+202.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.6% | -6.0% | -4.6% |
| 7D | -3.5% | -9.4% | +5.9% | -2.4% |
| 30D | +24.3% | -10.7% | +35.0% | +25.8% |
| 3M | +16.3% | -27.7% | +44.0% | +20.4% |
| 6M | +13.6% | -48.7% | +62.3% | +21.8% |
| YTD | +3.5% | -50.2% | +53.7% | +11.0% |
| 1Y | +2.7% | -46.8% | +49.5% | +9.1% |
| 3Y | -26.6% | -14.8% | -11.7% | -28.4% |
| 5Y | +8.5% | +17.0% | -8.5% | -0.8% |
| All | +219.6% | +17.3% | +202.3% | +173.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling