-2.1%
BND vs IONS
+52.5%
-54.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.2% | +1.0% | -0.2% |
| 7D | -0.1% | -8.7% | +8.5% | 0.0% |
| 30D | -0.2% | -1.6% | +1.4% | -0.2% |
| 3M | -0.7% | -24.9% | +24.2% | -0.3% |
| 6M | -1.7% | -25.7% | +24.0% | -1.3% |
| YTD | -0.5% | -29.2% | +28.7% | -0.1% |
| 1Y | +0.4% | -13.0% | +13.4% | +0.4% |
| 3Y | +13.1% | +35.9% | -22.8% | +11.8% |
| 5Y | -2.1% | +54.5% | -56.6% | -3.3% |
| All | -2.1% | +52.5% | -54.6% | -3.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling