+33,540.3%
BBY vs IONS
+440.4%
+33,099.9%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | +9.5% | -4.8% | +14.3% | +10.3% |
| 30D | +6.8% | +7.2% | -0.4% | +5.7% |
| 3M | +28.9% | -22.7% | +51.5% | +32.5% |
| 6M | +37.8% | -26.9% | +64.7% | +42.7% |
| YTD | +38.7% | -26.6% | +65.3% | +43.4% |
| 1Y | +23.7% | -2.1% | +25.8% | +22.4% |
| 3Y | +39.1% | +43.4% | -4.3% | +27.0% |
| 5Y | -0.4% | +47.0% | -47.4% | -11.2% |
| 10Y | +234.0% | +97.2% | +136.8% | +172.1% |
| All | +33,540.3% | +440.4% | +33,099.9% | +15,106.3% |
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