+18.8%
BX vs IONS
+52.5%
-33.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +12.9% |
| 6M | +18.9% | -25.7% | +44.6% | +24.1% |
| YTD | -13.6% | -29.2% | +15.6% | -9.3% |
| 1Y | -22.4% | -13.0% | -9.4% | -22.5% |
| 3Y | +26.0% | +35.9% | -9.9% | +5.8% |
| 5Y | +18.8% | +54.5% | -35.7% | -4.1% |
| All | +18.8% | +52.5% | -33.7% | -4.1% |
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