-27.5%
BAH vs IONS
-36.9%
+9.4%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -0.5% |
| 7D | +1.7% | -26.3% | +28.0% | +2.9% |
| 30D | +20.8% | -31.9% | +52.7% | +22.7% |
| 3M | +11.6% | -48.0% | +59.6% | +14.8% |
| 6M | +23.1% | -62.6% | +85.7% | +28.6% |
| YTD | +5.3% | -63.3% | +68.5% | +9.9% |
| 1Y | +6.1% | -58.4% | +64.5% | +9.6% |
| 3Y | -27.5% | -38.2% | +10.7% | -29.4% |
| All | -27.5% | -36.9% | +9.4% | -29.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling