+29.0%
BB vs IONS
-5.7%
+34.6%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -21.4% | +26.9% | +10.5% |
| 7D | +15.0% | -24.8% | +39.8% | +21.8% |
| 30D | +3.5% | -31.5% | +35.0% | +12.3% |
| 3M | +2.7% | -45.2% | +47.9% | +16.8% |
| 6M | +44.7% | -59.1% | +103.8% | +74.0% |
| YTD | +143.3% | -60.8% | +204.1% | +194.6% |
| 1Y | +102.2% | -57.9% | +160.0% | +139.3% |
| 3Y | +156.1% | -34.5% | +190.6% | +155.3% |
| 5Y | -17.6% | -8.8% | -8.8% | -27.3% |
| 10Y | +29.0% | -19.2% | +48.2% | +19.7% |
| All | +29.0% | -5.7% | +34.6% | +19.7% |
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