+281.4%
FCEL vs IONS
-2.1%
+283.5%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.1% | +2.0% | +1.9% |
| 7D | -15.8% | -4.8% | -11.0% | -14.0% |
| 30D | -29.3% | +7.2% | -36.5% | -32.0% |
| 3M | -30.1% | -22.7% | -7.5% | -27.3% |
| 6M | +74.4% | -26.9% | +101.3% | +90.3% |
| YTD | +104.5% | -26.6% | +131.1% | +124.4% |
| 1Y | +281.4% | -2.1% | +283.5% | +216.3% |
| All | +281.4% | -2.1% | +283.5% | +216.3% |
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