+127.0%
BP vs IONS
-27.6%
+154.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.0% | +0.8% |
| 7D | -6.3% | -30.3% | +23.9% | -3.4% |
| 30D | -3.6% | -37.7% | +34.1% | +0.4% |
| 3M | +5.2% | -50.5% | +55.7% | +11.8% |
| 6M | +5.3% | -62.8% | +68.1% | +14.5% |
| YTD | +33.1% | -64.4% | +97.5% | +45.2% |
| 1Y | +26.3% | -59.5% | +85.7% | +35.7% |
| 3Y | +47.5% | -39.2% | +86.7% | +47.8% |
| 5Y | +106.2% | -15.3% | +121.5% | +92.9% |
| 10Y | +127.0% | -31.2% | +158.1% | +127.5% |
| All | +127.0% | -27.6% | +154.6% | +127.5% |
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 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