+65.9%
BLK vs IONS
+31.9%
+34.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +1.8% |
| 7D | -3.3% | -6.7% | +3.4% | -2.8% |
| 30D | -6.5% | -4.1% | -2.4% | -6.2% |
| 3M | +6.7% | -26.6% | +33.3% | +8.6% |
| 6M | +14.7% | -27.5% | +42.3% | +16.9% |
| YTD | +2.5% | -31.5% | +34.0% | +4.9% |
| 1Y | -2.8% | -15.3% | +12.6% | -2.9% |
| 3Y | +65.9% | +31.3% | +34.6% | +51.7% |
| All | +65.9% | +31.9% | +34.0% | +51.7% |
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