-37.7%
BROS vs IONS
-59.8%
+22.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -9.1% | +7.1% | -1.6% |
| 7D | -19.0% | -30.3% | +11.2% | -17.8% |
| 30D | -7.3% | -37.7% | +30.5% | -4.9% |
| 3M | -31.2% | -50.5% | +19.3% | -27.8% |
| 6M | -33.0% | -62.8% | +29.7% | -29.8% |
| YTD | -42.4% | -64.4% | +22.0% | -39.2% |
| 1Y | -37.7% | -59.5% | +21.7% | -37.7% |
| All | -37.7% | -59.8% | +22.0% | -37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling