-55.4%
IONS vs BUD
+37.1%
-92.5%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +1.3% | -22.7% | -21.2% |
| 7D | -24.8% | +1.3% | -26.2% | -24.7% |
| 30D | -31.5% | +10.0% | -41.6% | -31.2% |
| 3M | -45.2% | +1.6% | -46.8% | -44.8% |
| 6M | -59.1% | +6.5% | -65.6% | -59.1% |
| YTD | -60.8% | +34.8% | -95.7% | -60.2% |
| All | -55.4% | +37.1% | -92.5% | -54.4% |
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