-60.9%
IONS vs BUD
+32.7%
-93.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.2% |
| 7D | -29.4% | +0.5% | -29.9% | -29.4% |
| 30D | -35.1% | +7.4% | -42.5% | -34.8% |
| 3M | -48.9% | +4.3% | -53.2% | -48.6% |
| 6M | -62.4% | +5.3% | -67.7% | -62.4% |
| YTD | -64.2% | +33.2% | -97.4% | -62.8% |
| 1Y | -60.9% | +31.8% | -92.7% | -59.4% |
| All | -60.9% | +32.7% | -93.6% | -59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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