+389.2%
BLDR vs IONS
+1,378.1%
-988.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | -2.8% | -4.8% | +2.0% | -1.4% |
| 30D | -13.3% | +7.2% | -20.5% | -15.4% |
| 3M | -12.3% | -22.7% | +10.4% | -6.8% |
| 6M | -31.5% | -26.9% | -4.6% | -26.0% |
| YTD | -36.1% | -26.6% | -9.5% | -31.2% |
| 1Y | -54.1% | -2.1% | -52.0% | -55.1% |
| 3Y | -55.8% | +43.4% | -99.2% | -64.2% |
| 5Y | +20.7% | +47.0% | -26.3% | -8.0% |
| 10Y | +390.2% | +97.2% | +293.1% | +186.3% |
| All | +389.2% | +1,378.1% | -988.9% | +8.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling