+1,084.5%
BMY vs IONS
+266.7%
+817.8%
-70.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.7% |
| 7D | -0.5% | -9.4% | +8.9% | +0.2% |
| 30D | +4.1% | -10.7% | +14.8% | +5.0% |
| 3M | -2.1% | -27.7% | +25.5% | +0.4% |
| 6M | +12.2% | -48.7% | +60.9% | +17.9% |
| YTD | +20.3% | -50.2% | +70.5% | +26.6% |
| 1Y | +39.2% | -46.8% | +86.0% | +45.7% |
| 3Y | +35.6% | -14.8% | +50.4% | +34.7% |
| 5Y | +28.6% | +17.0% | +11.6% | +23.0% |
| 10Y | +73.9% | +45.3% | +28.6% | +59.1% |
| All | +1,084.5% | +266.7% | +817.8% | +752.9% |
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