+15.6%
BLDR vs IONS
+51.6%
-36.0%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -2.4% | -2.5% | -4.4% |
| 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% | -11.4% |
| 6M | -32.8% | -23.4% | -9.4% | -30.3% |
| YTD | -39.2% | -28.3% | -10.9% | -36.2% |
| 1Y | -57.7% | -7.0% | -50.7% | -57.8% |
| 3Y | -55.3% | +37.6% | -92.9% | -60.5% |
| 5Y | +15.6% | +53.4% | -37.8% | -3.2% |
| All | +15.6% | +51.6% | -36.0% | -3.2% |
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