+36.2%
BMY vs IONS
-60.0%
+96.2%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +6.4% | -4.6% | +0.9% |
| 7D | +2.1% | -26.3% | +28.4% | +5.8% |
| 30D | +7.0% | -31.9% | +38.9% | +12.3% |
| 3M | -0.9% | -48.0% | +47.1% | +8.7% |
| 6M | +14.9% | -62.6% | +77.5% | +29.6% |
| YTD | +22.8% | -63.3% | +86.1% | +38.7% |
| 1Y | +36.2% | -58.4% | +94.6% | +45.7% |
| All | +36.2% | -60.0% | +96.2% | +45.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling