+24.9%
BB vs IONS
-36.2%
+61.1%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -2.1% |
| 7D | +9.0% | -29.6% | +38.6% | +17.1% |
| 30D | +7.7% | -35.6% | +43.2% | +18.4% |
| 3M | +4.0% | -51.7% | +55.7% | +21.9% |
| 6M | +46.6% | -64.0% | +110.6% | +81.7% |
| YTD | +140.6% | -65.5% | +206.1% | +200.3% |
| 1Y | +103.1% | -62.4% | +165.5% | +147.3% |
| 3Y | +150.5% | -41.1% | +191.6% | +155.5% |
| 5Y | -15.4% | -16.5% | +1.1% | -24.1% |
| All | +24.9% | -36.2% | +61.1% | +18.7% |
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