+3.1%
BB vs IONS
+88.4%
-85.3%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.4% | +4.6% | +2.8% |
| 7D | +0.5% | -5.3% | +5.8% | +1.7% |
| 30D | -12.4% | +0.3% | -12.6% | -12.7% |
| 3M | -15.3% | -22.9% | +7.6% | -11.5% |
| 6M | +128.8% | -23.4% | +152.2% | +138.9% |
| YTD | +107.7% | -28.3% | +136.0% | +119.7% |
| 1Y | +103.9% | -7.0% | +110.9% | +100.7% |
| 3Y | +72.6% | +37.6% | +35.0% | +44.9% |
| 5Y | -24.3% | +53.4% | -77.6% | -39.6% |
| 10Y | +3.1% | +83.9% | -80.8% | -19.0% |
| All | +3.1% | +88.4% | -85.3% | -19.0% |
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