+87.7%
BEN vs IONS
-36.9%
+124.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.4% | -6.0% | -0.1% |
| 7D | +6.8% | -26.3% | +33.1% | +9.0% |
| 30D | +18.0% | -31.9% | +49.9% | +21.5% |
| 3M | +7.5% | -48.0% | +55.5% | +13.6% |
| 6M | +14.7% | -62.6% | +77.3% | +24.7% |
| YTD | +56.1% | -63.3% | +119.4% | +69.8% |
| 1Y | +69.6% | -58.4% | +128.0% | +81.9% |
| 3Y | +87.7% | -38.2% | +125.9% | +81.2% |
| All | +87.7% | -36.9% | +124.5% | +81.2% |
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 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