+22.6%
BDX vs IONS
-40.7%
+63.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.8% | -0.7% |
| 7D | +7.3% | -30.3% | +37.5% | +9.2% |
| 30D | +15.7% | -37.7% | +53.4% | +18.6% |
| 3M | +19.1% | -50.5% | +69.5% | +23.8% |
| 6M | +44.1% | -62.8% | +106.9% | +52.3% |
| YTD | +42.1% | -64.4% | +106.4% | +50.5% |
| 1Y | +52.6% | -59.5% | +112.1% | +60.4% |
| 3Y | +22.6% | -39.2% | +61.8% | +22.7% |
| All | +22.6% | -40.7% | +63.3% | +22.7% |
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