+75.0%
BND vs IONS
+178.6%
-103.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.1% | +8.4% | -0.7% |
| 7D | -0.1% | -30.3% | +30.2% | -0.1% |
| 30D | +1.3% | -37.7% | +39.0% | +1.3% |
| 3M | -0.7% | -50.5% | +49.8% | -0.8% |
| 6M | -1.6% | -62.8% | +61.2% | -1.7% |
| YTD | -1.0% | -64.4% | +63.4% | -1.1% |
| 1Y | -0.7% | -59.5% | +58.8% | -0.7% |
| 3Y | +14.1% | -39.2% | +53.3% | +14.1% |
| 5Y | -1.5% | -15.3% | +13.8% | -1.3% |
| 10Y | +17.3% | -31.2% | +48.5% | +17.9% |
| All | +75.0% | +178.6% | -103.6% | +79.3% |
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 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