-20.7%
FBTC vs IONS
-44.5%
+23.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.7% | +3.5% | +2.9% |
| 7D | -1.8% | -10.6% | +8.8% | -1.4% |
| 30D | -6.6% | -7.7% | +1.1% | -6.4% |
| 3M | +24.5% | -27.1% | +51.6% | +25.3% |
| 6M | -0.2% | -46.8% | +46.6% | +0.4% |
| YTD | -8.7% | -49.2% | +40.6% | -8.4% |
| 1Y | -20.7% | -44.9% | +24.2% | -20.9% |
| All | -20.7% | -44.5% | +23.8% | -20.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling