+261.6%
BN vs IONS
+88.4%
+173.2%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -2.4% | -0.2% | -2.1% |
| 7D | -1.2% | -5.3% | +4.1% | -0.2% |
| 30D | -10.9% | +0.3% | -11.2% | -11.1% |
| 3M | -11.1% | -22.9% | +11.8% | -7.8% |
| 6M | -4.4% | -23.4% | +19.0% | -0.8% |
| YTD | -14.1% | -28.3% | +14.2% | -10.1% |
| 1Y | -11.1% | -7.0% | -4.0% | -11.6% |
| 3Y | +75.6% | +37.6% | +37.9% | +55.5% |
| 5Y | +35.8% | +53.4% | -17.6% | +14.9% |
| 10Y | +261.6% | +83.9% | +177.6% | +207.3% |
| All | +261.6% | +88.4% | +173.2% | +207.3% |
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