+39,090.0%
BBY vs IONS
+170.3%
+38,919.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +6.4% | -5.8% | -0.3% |
| 7D | +4.5% | -26.3% | +30.7% | +8.3% |
| 30D | +16.8% | -31.9% | +48.7% | +22.5% |
| 3M | +23.2% | -48.0% | +71.2% | +34.0% |
| 6M | +91.9% | -62.6% | +154.5% | +116.9% |
| YTD | +61.6% | -63.3% | +124.9% | +82.7% |
| 1Y | +43.9% | -58.4% | +102.3% | +59.7% |
| 3Y | +88.6% | -38.2% | +126.9% | +93.1% |
| 5Y | -3.1% | -11.1% | +8.0% | -7.7% |
| 10Y | +290.2% | -31.7% | +321.9% | +268.2% |
| All | +39,090.0% | +170.3% | +38,919.6% | +19,278.8% |
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