+74.4%
BND vs IONS
+169.9%
-95.4%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.6% | +3.0% | -0.6% |
| 7D | -1.4% | -29.6% | +28.2% | -1.4% |
| 30D | +0.8% | -35.6% | +36.4% | +0.8% |
| 3M | -1.2% | -51.7% | +50.5% | -1.3% |
| 6M | -1.4% | -64.0% | +62.6% | -1.5% |
| YTD | -1.3% | -65.5% | +64.1% | -1.4% |
| 1Y | -1.2% | -62.4% | +61.2% | -1.3% |
| 3Y | +13.7% | -41.1% | +54.8% | +13.7% |
| 5Y | -1.7% | -16.5% | +14.8% | -1.5% |
| 10Y | +17.2% | -35.8% | +53.0% | +17.7% |
| All | +74.4% | +169.9% | -95.4% | +78.7% |
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