+1,099.1%
BMY vs IONS
+163.5%
+935.6%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -2.0% | -29.4% | +27.4% | +0.6% |
| 30D | +9.3% | -35.1% | +44.4% | +12.8% |
| 3M | -0.1% | -48.9% | +48.8% | +5.1% |
| 6M | +15.5% | -62.4% | +77.9% | +24.1% |
| YTD | +21.8% | -64.2% | +86.0% | +31.4% |
| 1Y | +34.9% | -60.9% | +95.8% | +44.4% |
| 3Y | +43.2% | -38.9% | +82.1% | +45.8% |
| 5Y | +30.7% | -15.6% | +46.3% | +28.1% |
| 10Y | +59.3% | -33.5% | +92.7% | +54.5% |
| All | +1,099.1% | +163.5% | +935.6% | +784.6% |
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