+9.9%
BTDR vs IONS
+39.5%
-29.7%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.4% | +4.7% | +3.1% |
| 7D | +22.4% | -5.3% | +27.7% | +24.3% |
| 30D | +16.5% | +0.3% | +16.2% | +15.8% |
| 3M | -31.5% | -22.9% | -8.6% | -28.8% |
| 6M | +74.0% | -23.4% | +97.4% | +82.1% |
| YTD | +13.0% | -28.3% | +41.3% | +21.0% |
| 1Y | -0.2% | -7.0% | +6.8% | -2.5% |
| 3Y | +9.9% | +37.6% | -27.7% | +1.7% |
| All | +9.9% | +39.5% | -29.7% | +1.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling