+58.2%
BMY vs IONS
-27.6%
+85.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -9.1% | +10.1% | +2.3% |
| 7D | +1.8% | -30.3% | +32.0% | +6.3% |
| 30D | +6.2% | -37.7% | +44.0% | +12.6% |
| 3M | -2.1% | -50.5% | +48.3% | +6.8% |
| 6M | +14.3% | -62.8% | +77.0% | +28.8% |
| YTD | +21.6% | -64.4% | +86.0% | +37.7% |
| 1Y | +38.8% | -59.5% | +98.3% | +54.5% |
| 3Y | +42.9% | -39.2% | +82.1% | +46.8% |
| 5Y | +30.1% | -15.3% | +45.4% | +24.3% |
| 10Y | +58.2% | -31.2% | +89.3% | +52.5% |
| All | +58.2% | -27.6% | +85.8% | +52.5% |
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 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