+55.4%
BDX vs IONS
+92.6%
-37.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.7% | -1.2% | -1.8% |
| 7D | -5.4% | -4.3% | -1.1% | -5.0% |
| 30D | -2.2% | +0.4% | -2.6% | -2.3% |
| 3M | +20.1% | -24.1% | +44.2% | +22.8% |
| 6M | +9.1% | -26.4% | +35.5% | +11.8% |
| YTD | +17.9% | -29.7% | +47.5% | +21.4% |
| 1Y | +22.1% | -13.0% | +35.1% | +22.9% |
| 3Y | -10.5% | +35.0% | -45.6% | -16.1% |
| 5Y | -2.6% | +54.2% | -56.8% | -11.5% |
| All | +55.4% | +92.6% | -37.2% | +43.0% |
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