+967.7%
BX vs IONS
+507.0%
+460.7%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.1% |
| 7D | -4.4% | -4.8% | +0.5% | -3.4% |
| 30D | +0.1% | +7.2% | -7.1% | -1.6% |
| 3M | +16.0% | -22.7% | +38.7% | +20.9% |
| 6M | +21.6% | -26.9% | +48.5% | +28.2% |
| YTD | -8.9% | -26.6% | +17.7% | -4.3% |
| 1Y | -16.6% | -2.1% | -14.5% | -18.2% |
| 3Y | +43.3% | +43.4% | -0.1% | +23.3% |
| 5Y | +25.7% | +47.0% | -21.3% | +5.1% |
| 10Y | +689.5% | +97.2% | +592.3% | +459.9% |
| All | +967.7% | +507.0% | +460.7% | +287.9% |
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