+103.1%
BB vs IONS
-61.6%
+164.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.6% | +0.6% | -2.9% |
| 7D | +9.0% | -29.6% | +38.6% | +9.6% |
| 30D | +7.7% | -35.6% | +43.2% | +9.2% |
| 3M | +4.0% | -51.7% | +55.7% | +4.9% |
| 6M | +46.6% | -64.0% | +110.6% | +46.3% |
| YTD | +140.6% | -65.5% | +206.1% | +137.1% |
| 1Y | +103.1% | -62.4% | +165.5% | +99.2% |
| All | +103.1% | -61.6% | +164.8% | +99.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling