+7,132.2%
BTI vs IONS
+170.3%
+6,961.8%
-63.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +6.4% | -5.0% | +1.1% |
| 7D | +1.6% | -26.3% | +27.9% | +3.0% |
| 30D | +9.2% | -31.9% | +41.2% | +11.1% |
| 3M | +9.6% | -48.0% | +57.6% | +12.8% |
| 6M | -2.4% | -62.6% | +60.1% | +1.7% |
| YTD | +14.2% | -63.3% | +77.5% | +19.2% |
| 1Y | +20.3% | -58.4% | +78.7% | +24.7% |
| 3Y | +147.4% | -38.2% | +185.6% | +149.1% |
| 5Y | +155.4% | -11.1% | +166.5% | +150.8% |
| 10Y | +127.3% | -31.7% | +159.1% | +122.1% |
| All | +7,132.2% | +170.3% | +6,961.8% | +5,698.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling