+560.2%
BTSG vs IONS
-45.3%
+605.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | +4.0% | -29.4% | +33.5% | +8.7% |
| 30D | +15.3% | -35.1% | +50.4% | +21.9% |
| 3M | +25.4% | -48.9% | +74.3% | +37.6% |
| 6M | +31.9% | -62.4% | +94.3% | +50.4% |
| YTD | +93.9% | -64.2% | +158.1% | +122.8% |
| 1Y | +114.2% | -60.9% | +175.1% | +142.2% |
| All | +560.2% | -45.3% | +605.5% | +533.2% |
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