-41.6%
BLDR vs IONS
-60.0%
+18.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | +0.5% |
| 7D | -3.0% | -26.3% | +23.3% | -1.8% |
| 30D | +20.1% | -31.9% | +52.1% | +22.4% |
| 3M | -17.5% | -48.0% | +30.5% | -12.7% |
| 6M | -16.1% | -62.6% | +46.5% | -9.7% |
| YTD | -41.0% | -63.3% | +22.2% | -36.0% |
| 1Y | -41.6% | -58.4% | +16.8% | -42.6% |
| All | -41.6% | -60.0% | +18.4% | -42.6% |
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