+39.8%
BKNG vs IONS
+35.4%
+4.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.7% | +1.2% | +0.5% |
| 7D | -10.7% | -4.3% | -6.4% | -10.5% |
| 30D | -18.1% | +0.4% | -18.5% | -18.1% |
| 3M | +8.5% | -24.1% | +32.6% | +9.5% |
| 6M | -0.1% | -26.4% | +26.4% | +0.9% |
| YTD | -18.2% | -29.7% | +11.4% | -17.3% |
| 1Y | -19.9% | -13.0% | -6.8% | -19.8% |
| All | +39.8% | +35.4% | +4.5% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling