+56,267.9%
FAST vs IONS
+260.9%
+56,007.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.2% |
| 7D | +0.7% | -12.6% | +13.3% | +2.0% |
| 30D | +4.6% | -11.8% | +16.5% | +5.8% |
| 3M | +6.4% | -28.4% | +34.8% | +9.6% |
| 6M | +20.6% | -48.4% | +69.0% | +27.8% |
| YTD | +34.7% | -51.0% | +85.6% | +43.2% |
| 1Y | +29.7% | -48.0% | +77.7% | +37.0% |
| 3Y | +89.9% | -17.8% | +107.7% | +88.0% |
| 5Y | +105.0% | +15.2% | +89.8% | +93.0% |
| 10Y | +594.2% | +43.0% | +551.2% | +517.1% |
| All | +56,267.9% | +260.9% | +56,007.0% | +34,531.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling