+58.9%
IBIT vs IONS
-40.2%
+99.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -21.4% | +20.1% | +1.1% |
| 7D | -2.4% | -24.8% | +22.5% | +0.5% |
| 30D | -9.1% | -31.5% | +22.5% | -5.4% |
| 3M | +15.0% | -45.2% | +60.2% | +22.5% |
| 6M | -6.9% | -59.1% | +52.2% | +1.9% |
| YTD | -14.8% | -60.8% | +46.1% | -6.4% |
| 1Y | -28.1% | -57.9% | +29.7% | -22.0% |
| All | +58.9% | -40.2% | +99.1% | +65.8% |
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 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