+1,160.6%
BMY vs IONS
+440.4%
+720.2%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.1% | -1.8% | -1.9% |
| 7D | +0.4% | -4.8% | +5.2% | +0.8% |
| 30D | +5.0% | +7.2% | -2.2% | +4.4% |
| 3M | +19.4% | -22.7% | +42.1% | +21.4% |
| 6M | +9.5% | -26.9% | +36.4% | +11.9% |
| YTD | +28.1% | -26.6% | +54.6% | +30.7% |
| 1Y | +50.0% | -2.1% | +52.1% | +49.5% |
| 3Y | +24.1% | +43.4% | -19.4% | +18.1% |
| 5Y | +25.0% | +47.0% | -22.0% | +17.3% |
| 10Y | +68.7% | +97.2% | -28.5% | +50.3% |
| All | +1,160.6% | +440.4% | +720.2% | +780.4% |
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