+468.7%
BTSG vs IONS
+9.5%
+459.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.4% |
| 7D | +5.7% | -5.3% | +11.0% | +6.7% |
| 30D | +0.2% | +0.3% | -0.1% | 0.0% |
| 3M | +5.6% | -22.9% | +28.5% | +8.7% |
| 6M | +50.8% | -23.4% | +74.2% | +55.3% |
| YTD | +67.0% | -28.3% | +95.4% | +74.0% |
| 1Y | +145.5% | -7.0% | +152.6% | +143.5% |
| All | +468.7% | +9.5% | +459.2% | +394.4% |
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