-58.9%
IONS vs IBN
+31.6%
-90.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +1.7% | -23.0% | -21.5% |
| 7D | -24.8% | +14.6% | -39.4% | -26.7% |
| 30D | -31.5% | +23.5% | -55.1% | -35.0% |
| 3M | -45.2% | +14.0% | -59.2% | -46.2% |
| All | -58.9% | +31.6% | -90.5% | -61.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling