+61.2%
FBTC vs IONS
-24.0%
+85.2%
-53.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | -1.2% | -9.4% | +8.2% | -0.1% |
| 30D | -9.1% | -10.7% | +1.6% | -8.0% |
| 3M | +17.6% | -27.7% | +45.2% | +21.6% |
| 6M | -7.1% | -48.7% | +41.6% | -0.5% |
| YTD | -13.6% | -50.2% | +36.6% | -7.3% |
| 1Y | -25.1% | -46.8% | +21.7% | -20.5% |
| All | +61.2% | -24.0% | +85.2% | +64.2% |
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