+69.8%
IBIT vs IONS
+12.0%
+57.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.4% |
| 7D | +3.0% | -4.8% | +7.9% | +3.6% |
| 30D | +23.1% | +7.2% | +15.9% | +21.9% |
| 3M | +25.6% | -22.7% | +48.2% | +28.3% |
| 6M | +9.1% | -26.9% | +36.0% | +12.3% |
| YTD | -8.9% | -26.6% | +17.7% | -6.4% |
| 1Y | -27.5% | -2.1% | -25.3% | -28.7% |
| All | +69.8% | +12.0% | +57.8% | +65.7% |
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