+107.2%
FAST vs IONS
+47.7%
+59.4%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.8% | +0.8% |
| 7D | -0.4% | -4.8% | +4.5% | 0.0% |
| 30D | -0.8% | +7.2% | -8.0% | -1.4% |
| 3M | +5.8% | -22.7% | +28.4% | +7.5% |
| 6M | +8.0% | -26.9% | +34.9% | +10.2% |
| YTD | +25.6% | -26.6% | +52.2% | +28.1% |
| 1Y | +0.8% | -2.1% | +2.9% | +0.1% |
| 3Y | +86.1% | +43.4% | +42.7% | +72.3% |
| All | +107.2% | +47.7% | +59.4% | +88.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling