+58.3%
BEN vs IONS
-27.6%
+85.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.1% | +10.2% | +2.6% |
| 7D | +12.1% | -30.3% | +42.4% | +17.8% |
| 30D | +13.4% | -37.7% | +51.1% | +21.3% |
| 3M | +9.4% | -50.5% | +59.9% | +21.1% |
| 6M | +19.3% | -62.8% | +82.0% | +37.2% |
| YTD | +57.3% | -64.4% | +121.6% | +81.9% |
| 1Y | +69.1% | -59.5% | +128.6% | +91.3% |
| 3Y | +85.6% | -39.2% | +124.8% | +88.9% |
| 5Y | +32.9% | -15.3% | +48.3% | +23.5% |
| 10Y | +58.3% | -31.2% | +89.5% | +48.1% |
| All | +58.3% | -27.6% | +85.9% | +48.1% |
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