+1,616.9%
BE vs IONS
-16.4%
+1,633.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.1% |
| 7D | -14.7% | -9.4% | -5.3% | -13.1% |
| 30D | -40.5% | -10.7% | -29.8% | -39.1% |
| 3M | -24.3% | -27.7% | +3.3% | -20.2% |
| 6M | -39.3% | -48.7% | +9.4% | -33.1% |
| YTD | +99.4% | -50.2% | +149.5% | +120.7% |
| 1Y | +26.6% | -46.8% | +73.4% | +39.1% |
| 3Y | +1,616.9% | -14.8% | +1,631.8% | +1,617.8% |
| All | +1,616.9% | -16.4% | +1,633.3% | +1,617.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling