+15.3%
BTDR vs IONS
+53.1%
-37.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -6.3% |
| 7D | -3.2% | -4.3% | +1.1% | -2.2% |
| 30D | +32.7% | +0.4% | +32.3% | +32.2% |
| 3M | -28.4% | -24.1% | -4.3% | -26.0% |
| 6M | +51.7% | -26.4% | +78.2% | +58.6% |
| YTD | +2.9% | -29.7% | +32.5% | +8.6% |
| 1Y | -15.5% | -13.0% | -2.4% | -14.8% |
| 3Y | 0.0% | +35.0% | -35.0% | -12.6% |
| 5Y | +16.5% | +54.2% | -37.7% | +1.7% |
| All | +15.3% | +53.1% | -37.8% | +0.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling