+3,952.0%
BEN vs IONS
+188.4%
+3,763.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -21.4% | +27.7% | +9.1% |
| 7D | +12.2% | -24.8% | +37.0% | +15.8% |
| 30D | +12.1% | -31.5% | +43.6% | +17.0% |
| 3M | +7.3% | -45.2% | +52.5% | +15.1% |
| 6M | +17.9% | -59.1% | +76.9% | +30.4% |
| YTD | +55.4% | -60.8% | +116.3% | +72.7% |
| 1Y | +69.3% | -57.9% | +127.2% | +86.3% |
| 3Y | +82.8% | -34.5% | +117.3% | +85.4% |
| 5Y | +28.8% | -8.8% | +37.6% | +22.8% |
| 10Y | +53.9% | -19.2% | +73.1% | +42.2% |
| All | +3,952.0% | +188.4% | +3,763.6% | +2,326.3% |
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