+1,172.5%
BR vs IONS
+466.7%
+705.8%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.3% | -3.4% |
| 7D | -5.3% | -4.8% | -0.4% | -4.7% |
| 30D | +6.4% | +7.2% | -0.8% | +5.4% |
| 3M | +13.6% | -22.7% | +36.3% | +16.5% |
| 6M | -6.7% | -26.9% | +20.2% | -3.8% |
| YTD | -21.1% | -26.6% | +5.5% | -18.8% |
| 1Y | -29.6% | -2.1% | -27.4% | -30.4% |
| 3Y | -2.4% | +43.4% | -45.8% | -10.9% |
| 5Y | +11.2% | +47.0% | -35.7% | -1.0% |
| 10Y | +191.8% | +97.2% | +94.6% | +133.3% |
| All | +1,172.5% | +466.7% | +705.8% | +523.1% |
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