-8.4%
BURL vs IONS
-47.1%
+38.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.6% | -3.2% | -1.6% |
| 7D | +4.1% | -9.4% | +13.5% | +4.3% |
| 30D | -9.5% | -10.7% | +1.3% | -9.2% |
| 3M | -33.5% | -27.7% | -5.9% | -33.4% |
| 6M | -22.1% | -48.7% | +26.6% | -23.0% |
| YTD | -14.6% | -50.2% | +35.6% | -15.8% |
| 1Y | -8.4% | -46.8% | +38.4% | -8.4% |
| All | -8.4% | -47.1% | +38.8% | -8.4% |
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 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