-44.9%
IONS vs BTG
+24.4%
-69.3%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +8.7% | -9.4% | -1.8% |
| 7D | -10.6% | -0.2% | -10.4% | -10.6% |
| 30D | -7.7% | -0.8% | -6.9% | -7.8% |
| 3M | -27.1% | +31.8% | -58.9% | -29.6% |
| 6M | -46.8% | +20.4% | -67.2% | -48.4% |
| YTD | -49.2% | +14.7% | -64.0% | -50.6% |
| 1Y | -44.9% | +29.4% | -74.3% | -47.5% |
| All | -44.9% | +24.4% | -69.3% | -47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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