-13.4%
IONS vs BBIO
+148.5%
-161.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.5% |
| 7D | -8.7% | -0.5% | -8.1% | -8.6% |
| 30D | -1.6% | -10.1% | +8.5% | -0.1% |
| 3M | -24.9% | +12.4% | -37.3% | -26.8% |
| 6M | -25.7% | +15.9% | -41.6% | -28.1% |
| YTD | -29.2% | -0.5% | -28.7% | -30.2% |
| 1Y | -13.0% | +42.2% | -55.2% | -18.8% |
| 3Y | +35.9% | +167.8% | -131.9% | +12.6% |
| 5Y | +54.5% | +49.6% | +4.9% | +10.2% |
| All | -13.4% | +148.5% | -161.9% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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