-1.0%
BSX vs IONS
+52.5%
-53.5%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.2% | +0.1% |
| 7D | -7.0% | -8.7% | +1.6% | -6.0% |
| 30D | -10.9% | -1.6% | -9.3% | -10.7% |
| 3M | -8.2% | -24.9% | +16.7% | -5.7% |
| 6M | -37.5% | -25.7% | -11.8% | -35.7% |
| YTD | -52.8% | -29.2% | -23.7% | -51.3% |
| 1Y | -58.4% | -13.0% | -45.4% | -58.2% |
| 3Y | -16.5% | +35.9% | -52.5% | -23.6% |
| 5Y | -1.0% | +54.5% | -55.5% | -13.1% |
| All | -1.0% | +52.5% | -53.5% | -13.1% |
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 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