+105.1%
BTI vs IONS
+36.3%
+68.8%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.3% | -1.5% |
| 7D | -2.4% | -8.7% | +6.2% | -2.3% |
| 30D | -4.8% | -1.6% | -3.2% | -4.8% |
| 3M | -8.1% | -24.9% | +16.8% | -7.5% |
| 6M | -4.2% | -25.7% | +21.5% | -3.6% |
| YTD | -1.3% | -29.2% | +27.9% | -0.6% |
| 1Y | +2.1% | -13.0% | +15.1% | +2.5% |
| All | +105.1% | +36.3% | +68.8% | +99.5% |
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