-16.5%
BSX vs IONS
+39.5%
-56.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.4% | -3.5% | -5.7% |
| 7D | -6.4% | -5.3% | -1.2% | -6.0% |
| 30D | -8.8% | +0.3% | -9.0% | -8.8% |
| 3M | -7.6% | -22.9% | +15.2% | -6.3% |
| 6M | -37.0% | -23.4% | -13.6% | -36.0% |
| YTD | -52.8% | -28.3% | -24.5% | -51.9% |
| 1Y | -58.4% | -7.0% | -51.4% | -58.5% |
| 3Y | -16.5% | +37.6% | -54.1% | -19.4% |
| All | -16.5% | +39.5% | -56.0% | -19.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling