+12.5%
BND vs IONS
+31.9%
-19.4%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.6% | +2.5% | 0.0% |
| 7D | -1.0% | -6.7% | +5.7% | -0.9% |
| 30D | -1.1% | -4.1% | +3.0% | -1.1% |
| 3M | -1.9% | -26.6% | +24.7% | -1.6% |
| 6M | -1.6% | -27.5% | +25.9% | -1.4% |
| YTD | -1.2% | -31.5% | +30.2% | -1.0% |
| 1Y | -0.7% | -15.3% | +14.6% | -0.7% |
| 3Y | +12.5% | +31.3% | -18.8% | +11.3% |
| All | +12.5% | +31.9% | -19.4% | +11.3% |
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