+37.5%
FCEL vs IONS
-60.0%
+97.5%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +6.4% | -12.0% | -7.6% |
| 7D | -2.8% | -26.3% | +23.5% | +5.3% |
| 30D | -31.6% | -31.9% | +0.3% | -22.8% |
| 3M | -52.4% | -48.0% | -4.4% | -40.6% |
| 6M | -51.4% | -62.6% | +11.1% | -35.2% |
| YTD | +32.4% | -63.3% | +95.7% | +80.9% |
| 1Y | +37.5% | -58.4% | +95.9% | +98.5% |
| All | +37.5% | -60.0% | +97.5% | +98.5% |
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