+36.9%
BX vs IONS
+46.3%
-9.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -4.4% | -4.8% | +0.5% | -3.9% |
| 30D | +0.1% | +7.2% | -7.1% | -0.8% |
| 3M | +16.0% | -22.7% | +38.7% | +18.1% |
| 6M | +21.6% | -26.9% | +48.5% | +24.6% |
| YTD | -8.9% | -26.6% | +17.7% | -6.9% |
| 1Y | -16.6% | -2.1% | -14.5% | -18.3% |
| All | +36.9% | +46.3% | -9.4% | +23.1% |
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 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