+65.3%
BMY vs IONS
+86.9%
-21.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.4% | -0.8% | -2.9% |
| 7D | -3.3% | -5.3% | +2.0% | -2.6% |
| 30D | 0.0% | +0.3% | -0.3% | -0.1% |
| 3M | +17.7% | -22.9% | +40.6% | +21.1% |
| 6M | +9.6% | -23.4% | +33.0% | +12.8% |
| YTD | +24.0% | -28.3% | +52.3% | +28.7% |
| 1Y | +45.1% | -7.0% | +52.1% | +45.2% |
| 3Y | +22.5% | +37.6% | -15.1% | +12.9% |
| 5Y | +22.3% | +53.4% | -31.1% | +8.5% |
| All | +65.3% | +86.9% | -21.5% | +35.3% |
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