-55.4%
BLDR vs IONS
-7.3%
-48.2%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.5% |
| 7D | -0.3% | -5.3% | +5.0% | +0.6% |
| 30D | -16.2% | +0.3% | -16.5% | -16.4% |
| 3M | -14.4% | -22.9% | +8.5% | -14.1% |
| 6M | -32.8% | -23.4% | -9.4% | -32.4% |
| YTD | -39.2% | -28.3% | -10.9% | -37.5% |
| All | -55.4% | -7.3% | -48.2% | -58.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling