+911.5%
BE vs IONS
+29.1%
+882.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -0.1% | +7.4% | +7.4% |
| 7D | +20.0% | -4.8% | +24.8% | +22.1% |
| 30D | +7.9% | +7.2% | +0.7% | +4.5% |
| 3M | -13.2% | -22.7% | +9.5% | -7.1% |
| 6M | +53.5% | -26.9% | +80.3% | +69.0% |
| YTD | +191.0% | -26.6% | +217.6% | +219.1% |
| 1Y | +360.5% | -2.1% | +362.6% | +347.7% |
| 3Y | +1,568.0% | +43.4% | +1,524.6% | +1,145.0% |
| 5Y | +1,055.2% | +47.0% | +1,008.2% | +715.3% |
| All | +911.5% | +29.1% | +882.4% | +814.2% |
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