+1,008.9%
BE vs IONS
+26.0%
+982.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.4% | +12.0% | +10.6% |
| 7D | +29.8% | -5.3% | +35.1% | +32.1% |
| 30D | +26.4% | +0.3% | +26.1% | +25.7% |
| 3M | +9.3% | -22.9% | +32.2% | +16.9% |
| 6M | +105.1% | -23.4% | +128.5% | +121.0% |
| YTD | +219.0% | -28.3% | +247.4% | +252.8% |
| 1Y | +418.8% | -7.0% | +425.8% | +414.2% |
| 3Y | +1,784.6% | +37.6% | +1,747.0% | +1,333.3% |
| 5Y | +1,251.0% | +53.4% | +1,197.6% | +828.6% |
| All | +1,008.9% | +26.0% | +982.9% | +910.8% |
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 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