+593.0%
BE vs IONS
-12.4%
+605.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +2.8% |
| 7D | -14.7% | -9.4% | -5.3% | -11.2% |
| 30D | -40.5% | -10.7% | -29.8% | -37.5% |
| 3M | -24.3% | -27.7% | +3.3% | -14.5% |
| 6M | -39.3% | -48.7% | +9.4% | -23.6% |
| YTD | +99.4% | -50.2% | +149.5% | +154.5% |
| 1Y | +26.6% | -46.8% | +73.4% | +57.5% |
| 3Y | +1,616.9% | -14.8% | +1,631.8% | +1,521.4% |
| 5Y | +441.4% | +17.0% | +424.4% | +313.1% |
| All | +593.0% | -12.4% | +605.4% | +629.2% |
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