+605.6%
BBWI vs IONS
+440.4%
+165.2%
-88.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.1% | +2.9% | +2.9% |
| 7D | +1.5% | -4.8% | +6.4% | +2.0% |
| 30D | -5.2% | +7.2% | -12.4% | -6.0% |
| 3M | +11.1% | -22.7% | +33.8% | +13.4% |
| 6M | -13.4% | -26.9% | +13.5% | -11.0% |
| YTD | +0.1% | -26.6% | +26.7% | +2.7% |
| 1Y | -36.1% | -2.1% | -34.0% | -36.6% |
| 3Y | -44.1% | +43.4% | -87.5% | -47.8% |
| 5Y | -66.2% | +47.0% | -113.2% | -68.9% |
| 10Y | -54.8% | +97.2% | -151.9% | -60.6% |
| All | +605.6% | +440.4% | +165.2% | +324.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling