+35.6%
BMY vs IONS
-16.4%
+52.0%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.8% |
| 7D | -0.5% | -9.4% | +8.9% | +0.6% |
| 30D | +4.1% | -10.7% | +14.8% | +5.5% |
| 3M | -2.1% | -27.7% | +25.5% | +1.6% |
| 6M | +12.2% | -48.7% | +60.9% | +20.4% |
| YTD | +20.3% | -50.2% | +70.5% | +29.5% |
| 1Y | +39.2% | -46.8% | +86.0% | +48.7% |
| 3Y | +35.6% | -14.8% | +50.4% | +32.0% |
| All | +35.6% | -16.4% | +52.0% | +32.0% |
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