+219.9%
FCEL vs IONS
-8.4%
+228.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -1.2% | -5.5% | -6.2% |
| 7D | +15.1% | -8.7% | +23.7% | +19.3% |
| 30D | -16.4% | -1.6% | -14.8% | -16.3% |
| 3M | -5.3% | -24.9% | +19.6% | -2.0% |
| 6M | +124.5% | -25.7% | +150.2% | +134.5% |
| YTD | +126.7% | -29.2% | +155.9% | +148.2% |
| 1Y | +219.9% | -13.0% | +232.9% | +242.2% |
| All | +219.9% | -8.4% | +228.3% | +242.2% |
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 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