+26.3%
BP vs IONS
-59.8%
+86.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -9.1% | +9.0% | -0.4% |
| 7D | -6.3% | -30.3% | +23.9% | -7.6% |
| 30D | -3.6% | -37.7% | +34.1% | -5.4% |
| 3M | +5.2% | -50.5% | +55.7% | +2.3% |
| 6M | +5.3% | -62.8% | +68.1% | +3.7% |
| YTD | +33.1% | -64.4% | +97.5% | +32.4% |
| 1Y | +26.3% | -59.5% | +85.7% | +22.0% |
| All | +26.3% | -59.8% | +86.0% | +22.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling