-69.4%
BTDR vs IONS
-44.5%
-24.9%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.7% | -5.0% | -5.5% |
| 7D | -17.6% | -10.6% | -7.0% | -15.8% |
| 30D | -40.3% | -7.7% | -32.6% | -39.3% |
| 3M | -42.6% | -27.1% | -15.5% | -40.1% |
| 6M | -46.3% | -46.8% | +0.5% | -47.2% |
| YTD | -41.7% | -49.2% | +7.5% | -42.0% |
| 1Y | -69.4% | -44.9% | -24.5% | -74.2% |
| All | -69.4% | -44.5% | -24.9% | -74.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling