+4,223.6%
BDX vs IONS
+440.4%
+3,783.2%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.1% | -1.5% | -1.5% |
| 7D | -2.5% | -4.8% | +2.3% | -2.2% |
| 30D | +8.3% | +7.2% | +1.1% | +7.6% |
| 3M | +24.4% | -22.7% | +47.1% | +26.3% |
| 6M | +9.2% | -26.9% | +36.1% | +11.3% |
| YTD | +22.7% | -26.6% | +49.3% | +25.0% |
| 1Y | +25.9% | -2.1% | +28.0% | +25.4% |
| 3Y | -10.5% | +43.4% | -53.9% | -14.6% |
| 5Y | +1.9% | +47.0% | -45.1% | -4.1% |
| 10Y | +58.7% | +97.2% | -38.5% | +41.9% |
| All | +4,223.6% | +440.4% | +3,783.2% | +2,906.1% |
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