+1,219.9%
BP vs IONS
+266.7%
+953.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -11.6% | -9.4% | -2.2% | -11.1% |
| 30D | 0.0% | -10.7% | +10.8% | +0.7% |
| 3M | +6.7% | -27.7% | +34.4% | +8.6% |
| 6M | +2.2% | -48.7% | +50.9% | +5.8% |
| YTD | +33.0% | -50.2% | +83.1% | +37.8% |
| 1Y | +30.7% | -46.8% | +77.5% | +34.9% |
| 3Y | +44.2% | -14.8% | +59.0% | +42.8% |
| 5Y | +105.1% | +17.0% | +88.1% | +97.2% |
| 10Y | +133.5% | +45.3% | +88.2% | +117.4% |
| All | +1,219.9% | +266.7% | +953.2% | +956.4% |
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