+186.7%
BAH vs IONS
+93.0%
+93.7%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.4% | -1.5% |
| 7D | -3.2% | -4.8% | +1.6% | -2.7% |
| 30D | +2.0% | +7.2% | -5.2% | +1.1% |
| 3M | -7.6% | -22.7% | +15.0% | -5.5% |
| 6M | -5.7% | -26.9% | +21.2% | -3.0% |
| YTD | -11.7% | -26.6% | +14.8% | -9.4% |
| 1Y | -27.4% | -2.1% | -25.2% | -28.2% |
| 3Y | -32.5% | +43.4% | -76.0% | -38.2% |
| 5Y | -3.3% | +47.0% | -50.3% | -13.5% |
| All | +186.7% | +93.0% | +93.7% | +140.7% |
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