+668.7%
BX vs IONS
+84.6%
+584.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -1.2% | -2.4% | -3.4% |
| 7D | -5.7% | -8.7% | +3.0% | -4.0% |
| 30D | -8.9% | -1.6% | -7.3% | -8.7% |
| 3M | +8.4% | -24.9% | +33.3% | +13.1% |
| 6M | +18.9% | -25.7% | +44.6% | +24.4% |
| YTD | -13.6% | -29.2% | +15.6% | -9.1% |
| 1Y | -22.4% | -13.0% | -9.4% | -22.0% |
| 3Y | +26.0% | +35.9% | -9.9% | +9.6% |
| 5Y | +18.8% | +54.5% | -35.7% | -1.6% |
| 10Y | +668.7% | +93.1% | +575.6% | +538.1% |
| All | +668.7% | +84.6% | +584.2% | +538.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling