+289.2%
BN vs IONS
-27.6%
+316.8%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.1% | +7.7% | +0.3% |
| 7D | +4.3% | -30.3% | +34.6% | +10.5% |
| 30D | +14.3% | -37.7% | +52.0% | +23.6% |
| 3M | -4.1% | -50.5% | +46.4% | +8.0% |
| 6M | -9.7% | -62.8% | +53.1% | +6.2% |
| YTD | -7.1% | -64.4% | +57.2% | +9.8% |
| 1Y | -7.4% | -59.5% | +52.0% | +6.6% |
| 3Y | +102.3% | -39.2% | +141.5% | +106.0% |
| 5Y | +35.9% | -15.3% | +51.3% | +25.8% |
| 10Y | +289.2% | -31.2% | +320.3% | +276.5% |
| All | +289.2% | -27.6% | +316.8% | +276.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling