-22.5%
BB vs IONS
+17.1%
-39.6%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +1.6% | +2.8% | +4.0% |
| 7D | +3.8% | -9.4% | +13.2% | +6.3% |
| 30D | -0.3% | -10.7% | +10.4% | +2.5% |
| 3M | -0.5% | -27.7% | +27.2% | +6.7% |
| 6M | +45.9% | -48.7% | +94.6% | +66.8% |
| YTD | +130.6% | -50.2% | +180.8% | +164.5% |
| 1Y | +89.2% | -46.8% | +136.0% | +112.3% |
| 3Y | +137.5% | -14.8% | +152.3% | +117.8% |
| All | -22.5% | +17.1% | -39.6% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling