-9.1%
BITO vs IONS
+81.2%
-90.3%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.4% | +0.5% | -1.4% |
| 7D | +1.5% | -5.3% | +6.8% | +2.6% |
| 30D | +20.0% | +0.3% | +19.8% | +19.7% |
| 3M | +22.8% | -22.9% | +45.6% | +27.6% |
| 6M | +13.1% | -23.4% | +36.5% | +17.7% |
| YTD | -12.5% | -28.3% | +15.9% | -7.8% |
| 1Y | -32.6% | -7.0% | -25.5% | -33.5% |
| 3Y | +151.0% | +37.6% | +113.4% | +110.7% |
| All | -9.1% | +81.2% | -90.3% | -31.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling