+4,978.2%
BDX vs IONS
+154.0%
+4,824.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.6% | +4.2% | +0.8% |
| 7D | +1.0% | -29.6% | +30.6% | +3.4% |
| 30D | +15.1% | -35.6% | +50.7% | +18.5% |
| 3M | +18.2% | -51.7% | +69.9% | +24.2% |
| 6M | +48.1% | -64.0% | +112.1% | +58.5% |
| YTD | +44.1% | -65.5% | +109.6% | +54.6% |
| 1Y | +46.4% | -62.4% | +108.8% | +56.0% |
| 3Y | +24.4% | -41.1% | +65.5% | +26.3% |
| 5Y | +26.1% | -16.5% | +42.5% | +23.4% |
| 10Y | +93.3% | -35.8% | +129.1% | +87.4% |
| All | +4,978.2% | +154.0% | +4,824.1% | +3,617.8% |
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