+515.7%
BHP vs IONS
+84.6%
+431.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.5% |
| 7D | +0.9% | -8.7% | +9.5% | +2.2% |
| 30D | +4.0% | -1.6% | +5.6% | +4.2% |
| 3M | +11.3% | -24.9% | +36.1% | +14.7% |
| 6M | +29.3% | -25.7% | +55.0% | +33.5% |
| YTD | +59.2% | -29.2% | +88.4% | +65.5% |
| 1Y | +80.8% | -13.0% | +93.9% | +82.0% |
| 3Y | +88.0% | +35.9% | +52.1% | +70.9% |
| 5Y | +126.6% | +54.5% | +72.1% | +96.5% |
| 10Y | +515.7% | +93.1% | +422.6% | +394.9% |
| All | +515.7% | +84.6% | +431.2% | +394.9% |
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