-50.2%
BLDR vs IONS
-16.4%
-33.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.7% |
| 7D | -3.7% | -9.4% | +5.8% | -2.4% |
| 30D | +16.8% | -10.7% | +27.5% | +18.4% |
| 3M | -13.7% | -27.7% | +13.9% | -10.1% |
| 6M | -21.9% | -48.7% | +26.9% | -15.3% |
| YTD | -39.2% | -50.2% | +11.0% | -33.9% |
| 1Y | -42.6% | -46.8% | +4.2% | -38.2% |
| 3Y | -50.2% | -14.8% | -35.4% | -52.4% |
| All | -50.2% | -16.4% | -33.8% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling