+285.2%
BRO vs IONS
+87.6%
+197.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.6% | +2.4% | +0.1% |
| 7D | -7.3% | -6.7% | -0.6% | -6.6% |
| 30D | -6.9% | -4.1% | -2.7% | -6.5% |
| 3M | +10.7% | -26.6% | +37.2% | +13.7% |
| 6M | -2.7% | -27.5% | +24.8% | 0.0% |
| YTD | -16.3% | -31.5% | +15.2% | -13.6% |
| 1Y | -29.1% | -15.3% | -13.7% | -28.6% |
| 3Y | -7.8% | +31.3% | -39.1% | -14.3% |
| 5Y | +18.7% | +50.2% | -31.5% | +6.3% |
| All | +285.2% | +87.6% | +197.6% | +238.3% |
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