+187.9%
BR vs IONS
+92.6%
+95.3%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.1% |
| 7D | -6.0% | -4.3% | -1.7% | -5.6% |
| 30D | -0.9% | +0.4% | -1.3% | -0.9% |
| 3M | +16.4% | -24.1% | +40.5% | +18.8% |
| 6M | -8.2% | -26.4% | +18.3% | -6.0% |
| YTD | -23.2% | -29.7% | +6.4% | -21.2% |
| 1Y | -30.9% | -13.0% | -17.9% | -30.8% |
| 3Y | -5.0% | +35.0% | -40.0% | -11.6% |
| 5Y | +8.8% | +54.2% | -45.4% | -2.1% |
| All | +187.9% | +92.6% | +95.3% | +174.0% |
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 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