+117.9%
BTSG vs IONS
-44.5%
+162.5%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.7% | +0.6% | 0.0% |
| 7D | +17.4% | -10.6% | +28.0% | +19.2% |
| 30D | +12.6% | -7.7% | +20.3% | +13.7% |
| 3M | +11.2% | -27.1% | +38.3% | +16.3% |
| 6M | +30.4% | -46.8% | +77.2% | +38.1% |
| YTD | +86.4% | -49.2% | +135.6% | +99.1% |
| 1Y | +117.9% | -44.9% | +162.8% | +123.6% |
| All | +117.9% | -44.5% | +162.5% | +123.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling