+19,201.2%
BN vs IONS
+440.4%
+18,760.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.3% |
| 7D | -2.5% | -4.8% | +2.4% | -2.1% |
| 30D | -9.5% | +7.2% | -16.7% | -10.1% |
| 3M | -10.4% | -22.7% | +12.3% | -8.8% |
| 6M | -6.4% | -26.9% | +20.5% | -4.3% |
| YTD | -11.9% | -26.6% | +14.7% | -10.0% |
| 1Y | -8.6% | -2.1% | -6.5% | -9.1% |
| 3Y | +77.6% | +43.4% | +34.1% | +68.4% |
| 5Y | +37.0% | +47.0% | -10.0% | +28.5% |
| 10Y | +266.4% | +97.2% | +169.2% | +227.9% |
| All | +19,201.2% | +440.4% | +18,760.9% | +14,267.7% |
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