+256.8%
BNY vs IONS
+54.3%
+202.5%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.7% | +0.1% |
| 7D | -1.1% | -4.3% | +3.2% | -0.6% |
| 30D | +1.4% | +0.4% | +1.0% | +1.3% |
| 3M | +16.8% | -24.1% | +40.9% | +19.1% |
| 6M | +42.0% | -26.4% | +68.4% | +45.2% |
| YTD | +41.9% | -29.7% | +71.6% | +45.7% |
| 1Y | +59.2% | -13.0% | +72.2% | +59.6% |
| 3Y | +290.9% | +35.0% | +255.9% | +260.9% |
| All | +256.8% | +54.3% | +202.5% | +220.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling