+82.0%
BN vs IONS
+43.7%
+38.3%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.5% | -4.8% | +2.4% | -1.8% |
| 30D | -9.5% | +7.2% | -16.7% | -10.5% |
| 3M | -10.4% | -22.7% | +12.3% | -8.0% |
| 6M | -6.4% | -26.9% | +20.5% | -3.1% |
| YTD | -11.9% | -26.6% | +14.7% | -9.1% |
| 1Y | -8.6% | -2.1% | -6.5% | -10.3% |
| All | +82.0% | +43.7% | +38.3% | +60.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling