+93.1%
IONS vs IBN
+312.2%
-219.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -0.8% |
| 7D | -8.7% | -5.1% | -3.6% | -7.4% |
| 30D | -1.6% | -3.5% | +1.9% | -0.7% |
| 3M | -24.9% | +11.3% | -36.2% | -27.1% |
| 6M | -25.7% | +4.4% | -30.1% | -26.7% |
| YTD | -29.2% | -1.8% | -27.4% | -29.1% |
| 1Y | -13.0% | -8.0% | -5.0% | -11.6% |
| 3Y | +35.9% | +27.1% | +8.9% | +26.1% |
| 5Y | +54.5% | +54.5% | 0.0% | +35.2% |
| 10Y | +93.1% | +314.2% | -221.1% | +27.9% |
| All | +93.1% | +312.2% | -219.1% | +27.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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