+10,450.0%
BNY vs IONS
+421.1%
+10,028.9%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.1% |
| 7D | +0.3% | -8.7% | +8.9% | +1.3% |
| 30D | +1.9% | -1.6% | +3.5% | +2.1% |
| 3M | +13.9% | -24.9% | +38.8% | +16.8% |
| 6M | +42.3% | -25.7% | +68.0% | +46.0% |
| YTD | +41.8% | -29.2% | +71.0% | +46.2% |
| 1Y | +57.9% | -13.0% | +71.0% | +58.8% |
| 3Y | +290.7% | +35.9% | +254.8% | +265.4% |
| 5Y | +252.3% | +54.5% | +197.8% | +219.3% |
| 10Y | +412.8% | +93.1% | +319.7% | +335.2% |
| All | +10,450.0% | +421.1% | +10,028.9% | +6,621.2% |
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