+51.6%
IBIT vs IONS
-47.3%
+98.9%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.6% | -0.9% | -4.0% |
| 7D | -6.2% | -29.6% | +23.4% | -2.7% |
| 30D | -14.4% | -35.6% | +21.2% | -10.3% |
| 3M | +12.5% | -51.7% | +64.1% | +21.5% |
| 6M | -11.9% | -64.0% | +52.1% | -2.2% |
| YTD | -18.7% | -65.5% | +46.8% | -9.4% |
| 1Y | -29.9% | -62.4% | +32.5% | -22.9% |
| All | +51.6% | -47.3% | +98.9% | +60.4% |
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