+40.6%
BBY vs IONS
+36.3%
+4.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.3% |
| 7D | +1.2% | -8.7% | +9.8% | +2.3% |
| 30D | +6.8% | -1.6% | +8.4% | +7.0% |
| 3M | +18.7% | -24.9% | +43.6% | +21.8% |
| 6M | +37.3% | -25.7% | +63.0% | +40.9% |
| YTD | +35.3% | -29.2% | +64.5% | +39.7% |
| 1Y | +20.7% | -13.0% | +33.7% | +20.5% |
| All | +40.6% | +36.3% | +4.3% | +27.9% |
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