+737.9%
BE vs IONS
-37.0%
+774.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | +0.5% | +12.5% | +12.8% |
| 7D | +4.5% | -29.4% | +34.0% | +16.9% |
| 30D | -20.1% | -35.1% | +15.0% | -7.6% |
| 3M | -0.8% | -48.9% | +48.1% | +25.1% |
| 6M | -26.2% | -62.4% | +36.2% | +2.0% |
| YTD | +141.1% | -64.2% | +205.3% | +240.8% |
| 1Y | +64.8% | -60.9% | +125.7% | +125.8% |
| 3Y | +1,887.4% | -38.9% | +1,926.3% | +1,981.0% |
| 5Y | +518.1% | -15.6% | +533.7% | +420.3% |
| All | +737.9% | -37.0% | +774.9% | +876.4% |
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 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