+227.3%
IONS vs BIIB
+7,261.0%
-7,033.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.6% | +1.6% | +0.4% |
| 7D | -4.8% | +1.1% | -5.9% | -5.1% |
| 30D | +7.2% | +6.9% | +0.3% | +5.4% |
| 3M | -22.7% | +12.4% | -35.1% | -25.2% |
| 6M | -26.9% | +16.3% | -43.1% | -30.0% |
| YTD | -26.6% | +25.5% | -52.0% | -31.1% |
| 1Y | -2.1% | +57.8% | -59.9% | -13.7% |
| 3Y | +43.4% | -17.3% | +60.8% | +48.9% |
| 5Y | +47.0% | -33.8% | +80.8% | +59.0% |
| 10Y | +97.2% | -29.6% | +126.8% | +90.5% |
| All | +227.3% | +7,261.0% | -7,033.7% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 BIIB 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