+23.3%
BDX vs IONS
-16.3%
+39.7%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.1% | +7.8% | -0.6% |
| 7D | +7.3% | -30.3% | +37.5% | +9.9% |
| 30D | +15.7% | -37.7% | +53.4% | +19.6% |
| 3M | +19.1% | -50.5% | +69.5% | +25.2% |
| 6M | +44.1% | -62.8% | +106.9% | +54.6% |
| YTD | +42.1% | -64.4% | +106.4% | +52.8% |
| 1Y | +52.6% | -59.5% | +112.1% | +62.4% |
| 3Y | +22.6% | -39.2% | +61.8% | +23.5% |
| 5Y | +23.3% | -15.3% | +38.7% | +20.4% |
| All | +23.3% | -16.3% | +39.7% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling