-30.0%
FBTC vs IONS
-8.4%
-21.6%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | -0.2% |
| 7D | +1.1% | -8.7% | +9.8% | +1.5% |
| 30D | +22.3% | -1.6% | +23.9% | +22.2% |
| 3M | +26.0% | -24.9% | +50.9% | +26.0% |
| 6M | +13.2% | -25.7% | +38.8% | +13.0% |
| YTD | -10.7% | -29.2% | +18.4% | -10.7% |
| 1Y | -30.0% | -13.0% | -16.9% | -34.7% |
| All | -30.0% | -8.4% | -21.6% | -34.7% |
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