+41.8%
BEN vs IONS
+51.6%
-9.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | +0.1% |
| 7D | +4.7% | -5.3% | +10.0% | +5.5% |
| 30D | +2.6% | +0.3% | +2.3% | +2.5% |
| 3M | +11.5% | -22.9% | +34.4% | +14.7% |
| 6M | +35.3% | -23.4% | +58.7% | +39.3% |
| YTD | +48.6% | -28.3% | +77.0% | +54.3% |
| 1Y | +46.7% | -7.0% | +53.7% | +46.1% |
| 3Y | +57.0% | +37.6% | +19.4% | +40.6% |
| 5Y | +41.8% | +53.4% | -11.6% | +25.0% |
| All | +41.8% | +51.6% | -9.8% | +25.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling