+38.0%
BB vs IONS
+43.7%
-5.7%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -5.6% | -4.8% | -0.8% | -5.2% |
| 30D | -11.8% | +7.2% | -19.0% | -12.5% |
| 3M | -25.5% | -22.7% | -2.9% | -24.3% |
| 6M | +121.3% | -26.9% | +148.1% | +125.9% |
| YTD | +103.2% | -26.6% | +129.7% | +107.1% |
| 1Y | +102.6% | -2.1% | +104.8% | +98.1% |
| All | +38.0% | +43.7% | -5.7% | +24.6% |
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