+14.9%
BND vs IONS
+92.6%
-77.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | 0.0% | -0.6% |
| 7D | -0.9% | -4.3% | +3.3% | -0.9% |
| 30D | -1.0% | +0.4% | -1.4% | -1.0% |
| 3M | -1.2% | -24.1% | +22.9% | -1.1% |
| 6M | -2.0% | -26.4% | +24.5% | -1.8% |
| YTD | -1.2% | -29.7% | +28.5% | -0.9% |
| 1Y | -0.5% | -13.0% | +12.6% | -0.4% |
| 3Y | +12.4% | +35.0% | -22.6% | +11.8% |
| 5Y | -2.5% | +54.2% | -56.7% | -3.1% |
| All | +14.9% | +92.6% | -77.7% | +15.5% |
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 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