+55.1%
BITO vs IONS
-36.9%
+91.9%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.4% | -10.0% | -4.3% |
| 7D | -9.2% | -26.3% | +17.1% | -6.4% |
| 30D | -15.9% | -31.9% | +16.0% | -12.5% |
| 3M | +7.3% | -48.0% | +55.3% | +14.9% |
| 6M | -15.2% | -62.6% | +47.4% | -6.2% |
| YTD | -23.8% | -63.3% | +39.5% | -15.7% |
| 1Y | -32.2% | -58.4% | +26.2% | -26.3% |
| 3Y | +55.1% | -38.2% | +93.3% | +60.7% |
| All | +55.1% | -36.9% | +91.9% | +60.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling