+91.2%
BKNG vs IONS
+50.3%
+40.9%
-39.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.1% |
| 7D | -10.0% | -6.7% | -3.3% | -9.3% |
| 30D | -18.1% | -4.1% | -14.0% | -17.6% |
| 3M | +6.3% | -26.6% | +32.9% | +9.5% |
| 6M | +0.8% | -27.5% | +28.4% | +4.0% |
| YTD | -18.4% | -31.5% | +13.1% | -15.5% |
| 1Y | -20.4% | -15.3% | -5.0% | -19.9% |
| 3Y | +39.5% | +31.3% | +8.2% | +25.8% |
| All | +91.2% | +50.3% | +40.9% | +60.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling