+26.1%
BIL vs IONS
-32.1%
+58.2%
-0.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | 0.0% |
| 7D | +0.1% | -26.3% | +26.4% | +0.1% |
| 30D | +0.3% | -31.9% | +32.3% | +0.3% |
| 3M | +1.0% | -48.0% | +48.9% | +1.0% |
| 6M | +1.9% | -62.6% | +64.4% | +1.9% |
| YTD | +3.2% | -63.3% | +66.4% | +3.2% |
| 1Y | +3.7% | -58.4% | +62.1% | +3.7% |
| 3Y | +13.8% | -38.2% | +52.1% | +13.8% |
| 5Y | +20.3% | -11.1% | +31.4% | +20.3% |
| All | +26.1% | -32.1% | +58.2% | +26.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling