-51.7%
BIDU vs IONS
-32.1%
-19.6%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.4% | -5.8% | -0.7% |
| 7D | -4.6% | -26.3% | +21.7% | +1.2% |
| 30D | -4.5% | -31.9% | +27.4% | +2.9% |
| 3M | -25.4% | -48.0% | +22.6% | -15.0% |
| 6M | -48.1% | -62.6% | +14.5% | -37.3% |
| YTD | -40.2% | -63.3% | +23.1% | -27.5% |
| 1Y | -35.2% | -58.4% | +23.2% | -23.7% |
| 3Y | -27.1% | -38.2% | +11.1% | -25.2% |
| 5Y | -54.2% | -11.1% | -43.1% | -58.2% |
| All | -51.7% | -32.1% | -19.6% | -53.8% |
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