+58.6%
IBIT vs IONS
-45.4%
+104.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | -6.8% | -29.4% | +22.6% | -3.4% |
| 30D | -9.9% | -35.1% | +25.3% | -5.7% |
| 3M | +17.5% | -48.9% | +66.4% | +26.1% |
| 6M | -9.1% | -62.4% | +53.3% | +0.4% |
| YTD | -14.9% | -64.2% | +49.3% | -5.6% |
| 1Y | -27.6% | -60.9% | +33.3% | -20.8% |
| All | +58.6% | -45.4% | +104.0% | +67.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling