-50.8%
BIDU vs IONS
+92.6%
-143.4%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -5.2% | -4.3% | -1.0% | -4.3% |
| 30D | -14.5% | +0.4% | -14.9% | -14.7% |
| 3M | -22.9% | -24.1% | +1.2% | -19.5% |
| 6M | -27.8% | -26.4% | -1.4% | -24.2% |
| YTD | -30.7% | -29.7% | -1.0% | -26.5% |
| 1Y | -15.8% | -13.0% | -2.8% | -15.0% |
| 3Y | -33.2% | +35.0% | -68.3% | -41.5% |
| 5Y | -44.8% | +54.2% | -99.0% | -54.2% |
| All | -50.8% | +92.6% | -143.4% | -59.1% |
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