+367.9%
BLDR vs IONS
+617.3%
-249.4%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -9.1% | +4.5% | -1.8% |
| 7D | -1.1% | -30.3% | +29.2% | +8.9% |
| 30D | +19.1% | -37.7% | +56.8% | +35.4% |
| 3M | -12.6% | -50.5% | +37.9% | +6.0% |
| 6M | -18.7% | -62.8% | +44.1% | +5.8% |
| YTD | -38.8% | -64.4% | +25.5% | -19.5% |
| 1Y | -41.2% | -59.5% | +18.2% | -25.8% |
| 3Y | -49.4% | -39.2% | -10.2% | -47.3% |
| 5Y | -6.0% | -15.3% | +9.4% | -16.5% |
| 10Y | +523.1% | -31.2% | +554.2% | +412.3% |
| All | +367.9% | +617.3% | -249.4% | +27.0% |
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