+144.0%
BTI vs IONS
-40.7%
+184.7%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.6% | +3.6% | 0.0% |
| 7D | -3.2% | -29.6% | +26.4% | -2.8% |
| 30D | +9.7% | -35.6% | +45.2% | +10.2% |
| 3M | +11.1% | -51.7% | +62.7% | +12.0% |
| 6M | -1.2% | -64.0% | +62.8% | +0.1% |
| YTD | +12.7% | -65.5% | +78.1% | +14.3% |
| 1Y | +15.8% | -62.4% | +78.2% | +17.3% |
| All | +144.0% | -40.7% | +184.7% | +144.4% |
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 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