-55.7%
BBWI vs IONS
+88.4%
-144.1%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.4% | -0.8% | -2.6% |
| 7D | +1.6% | -5.3% | +6.9% | +2.7% |
| 30D | -6.2% | +0.3% | -6.5% | -6.5% |
| 3M | +4.3% | -22.9% | +27.2% | +8.5% |
| 6M | -7.2% | -23.4% | +16.2% | -3.3% |
| YTD | -3.0% | -28.3% | +25.3% | +2.3% |
| 1Y | -30.8% | -7.0% | -23.7% | -31.3% |
| 3Y | -43.4% | +37.6% | -81.0% | -51.3% |
| 5Y | -66.7% | +53.4% | -120.1% | -72.9% |
| 10Y | -55.7% | +83.9% | -139.6% | -63.4% |
| All | -55.7% | +88.4% | -144.1% | -63.4% |
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