+47.7%
IONS vs BUD
+50.7%
-3.0%
-52.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.2% | -0.1% |
| 7D | -4.8% | +0.3% | -5.1% | -4.9% |
| 30D | +7.2% | -5.7% | +12.9% | +7.8% |
| 3M | -22.7% | +3.1% | -25.8% | -23.2% |
| 6M | -26.9% | +7.9% | -34.8% | -27.9% |
| YTD | -26.6% | +27.3% | -53.9% | -29.0% |
| 1Y | -2.1% | +37.8% | -39.9% | -6.4% |
| All | +47.7% | +50.7% | -3.0% | +38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling