-6.4%
BLDR vs IONS
+17.1%
-23.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.6% | -6.1% | -4.8% |
| 7D | -3.7% | -9.4% | +5.8% | -2.0% |
| 30D | +16.8% | -10.7% | +27.5% | +19.0% |
| 3M | -13.7% | -27.7% | +13.9% | -8.9% |
| 6M | -21.9% | -48.7% | +26.9% | -13.0% |
| YTD | -39.2% | -50.2% | +11.0% | -32.0% |
| 1Y | -42.6% | -46.8% | +4.2% | -36.7% |
| 3Y | -50.2% | -14.8% | -35.4% | -51.9% |
| All | -6.4% | +17.1% | -23.5% | -16.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling