+990.2%
IBKR vs IONS
+87.6%
+902.6%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.6% | +4.8% | +2.6% |
| 7D | -1.3% | -6.7% | +5.3% | -0.2% |
| 30D | -0.2% | -4.1% | +3.9% | +0.4% |
| 3M | +3.0% | -26.6% | +29.5% | +7.3% |
| 6M | +33.9% | -27.5% | +61.4% | +39.8% |
| YTD | +42.5% | -31.5% | +74.0% | +50.2% |
| 1Y | +44.9% | -15.3% | +60.2% | +46.7% |
| 3Y | +293.0% | +31.3% | +261.7% | +253.5% |
| 5Y | +497.7% | +50.2% | +447.4% | +407.8% |
| All | +990.2% | +87.6% | +902.6% | +753.1% |
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