+548.6%
FAST vs IONS
-29.6%
+578.2%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.5% | +0.7% | +1.1% |
| 7D | +4.3% | -29.4% | +33.7% | +8.3% |
| 30D | +8.3% | -35.1% | +43.4% | +13.6% |
| 3M | +6.5% | -48.9% | +55.4% | +14.9% |
| 6M | +29.5% | -62.4% | +91.9% | +44.5% |
| YTD | +41.3% | -64.2% | +105.5% | +58.4% |
| 1Y | +37.4% | -60.9% | +98.3% | +52.1% |
| 3Y | +98.5% | -38.9% | +137.4% | +100.1% |
| 5Y | +111.1% | -15.6% | +126.7% | +96.3% |
| 10Y | +548.6% | -33.5% | +582.0% | +516.6% |
| All | +548.6% | -29.6% | +578.2% | +516.6% |
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