+24.7%
BTDR vs IONS
+52.5%
-27.8%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.2% | -1.5% | -2.4% |
| 7D | +14.8% | -8.7% | +23.5% | +17.0% |
| 30D | +41.8% | -1.6% | +43.4% | +42.0% |
| 3M | -29.2% | -24.9% | -4.3% | -26.5% |
| 6M | +66.2% | -25.7% | +91.8% | +73.3% |
| YTD | +10.0% | -29.2% | +39.2% | +16.0% |
| 1Y | -11.0% | -13.0% | +2.0% | -10.2% |
| 3Y | +6.9% | +35.9% | -29.0% | -6.9% |
| 5Y | +24.7% | +54.5% | -29.8% | +8.4% |
| All | +24.7% | +52.5% | -27.8% | +8.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling