-15.5%
BTDR vs IONS
-13.5%
-2.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.7% | -5.8% | -6.4% |
| 7D | -3.2% | -4.3% | +1.1% | -2.4% |
| 30D | +32.7% | +0.4% | +32.3% | +31.8% |
| 3M | -28.4% | -24.1% | -4.3% | -33.8% |
| 6M | +51.7% | -26.4% | +78.2% | +44.6% |
| YTD | +2.9% | -29.7% | +32.5% | +0.1% |
| 1Y | -15.5% | -13.0% | -2.4% | -17.3% |
| All | -15.5% | -13.5% | -2.0% | -17.3% |
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