+85.4%
BE vs IONS
-60.0%
+145.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +6.4% | -11.3% | -6.0% |
| 7D | +10.8% | -26.3% | +37.1% | +15.9% |
| 30D | -19.8% | -31.9% | +12.2% | -13.6% |
| 3M | -18.7% | -48.0% | +29.3% | -6.4% |
| 6M | -33.7% | -62.6% | +28.8% | -20.8% |
| YTD | +121.0% | -63.3% | +184.2% | +160.1% |
| 1Y | +85.4% | -58.4% | +143.8% | +105.9% |
| All | +85.4% | -60.0% | +145.4% | +105.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling