+1,016.5%
BSX vs IONS
+528.0%
+488.5%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +1.9% | +1.8% |
| 7D | +2.0% | -4.8% | +6.9% | +2.6% |
| 30D | +0.1% | +7.2% | -7.1% | -0.7% |
| 3M | -2.1% | -22.7% | +20.5% | +0.1% |
| 6M | -33.8% | -26.9% | -6.9% | -31.9% |
| YTD | -49.9% | -26.6% | -23.3% | -48.5% |
| 1Y | -55.4% | -2.1% | -53.3% | -55.7% |
| 3Y | -10.9% | +43.4% | -54.3% | -17.0% |
| 5Y | +6.4% | +47.0% | -40.6% | -2.7% |
| 10Y | +97.0% | +97.2% | -0.2% | +68.3% |
| All | +1,016.5% | +528.0% | +488.5% | +581.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling