+103.9%
BP vs IONS
+17.1%
+86.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.4% |
| 7D | -11.6% | -9.4% | -2.2% | -11.3% |
| 30D | 0.0% | -10.7% | +10.8% | +0.4% |
| 3M | +6.7% | -27.7% | +34.4% | +7.9% |
| 6M | +2.2% | -48.7% | +50.9% | +4.7% |
| YTD | +33.0% | -50.2% | +83.1% | +36.5% |
| 1Y | +30.7% | -46.8% | +77.5% | +33.6% |
| 3Y | +44.2% | -14.8% | +59.0% | +40.4% |
| All | +103.9% | +17.1% | +86.8% | +99.8% |
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