+76.4%
BND vs IONS
+474.0%
-397.7%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | +0.1% | 0.0% |
| 7D | -0.1% | -4.8% | +4.7% | -0.2% |
| 30D | -0.4% | +7.2% | -7.6% | -0.3% |
| 3M | -0.6% | -22.7% | +22.0% | -0.7% |
| 6M | -1.4% | -26.9% | +25.4% | -1.5% |
| YTD | -0.2% | -26.6% | +26.3% | -0.3% |
| 1Y | +1.3% | -2.1% | +3.4% | +1.3% |
| 3Y | +13.2% | +43.4% | -30.3% | +13.2% |
| 5Y | -1.6% | +47.0% | -48.5% | -1.4% |
| 10Y | +15.5% | +97.2% | -81.7% | +16.4% |
| All | +76.4% | +474.0% | -397.7% | +80.8% |
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