+13,071.1%
BLK vs IONS
+398.5%
+12,672.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.6% |
| 7D | -2.4% | -5.3% | +2.9% | -1.8% |
| 30D | -3.1% | +0.3% | -3.4% | -3.2% |
| 3M | +10.7% | -22.9% | +33.6% | +13.4% |
| 6M | +15.9% | -23.4% | +39.3% | +18.8% |
| YTD | +4.0% | -28.3% | +32.3% | +7.3% |
| 1Y | +1.3% | -7.0% | +8.3% | +1.0% |
| 3Y | +69.6% | +37.6% | +32.0% | +57.0% |
| 5Y | +33.8% | +53.4% | -19.6% | +20.1% |
| 10Y | +276.2% | +83.9% | +192.2% | +216.9% |
| All | +13,071.1% | +398.5% | +12,672.6% | +8,438.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling