+5.1%
BSX vs IONS
-18.9%
+24.0%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.5% | -1.7% |
| 7D | -1.0% | -29.6% | +28.6% | +2.2% |
| 30D | +2.1% | -35.6% | +37.6% | +6.3% |
| 3M | -14.0% | -51.7% | +37.6% | -7.4% |
| 6M | -18.3% | -64.0% | +45.7% | -9.6% |
| YTD | -53.6% | -65.5% | +11.8% | -48.5% |
| 1Y | -57.6% | -62.4% | +4.9% | -53.4% |
| 3Y | -14.3% | -41.1% | +26.8% | -13.5% |
| 5Y | +5.1% | -16.5% | +21.5% | -2.0% |
| All | +5.1% | -18.9% | +24.0% | -2.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling