-89.7%
FCEL vs IONS
+51.6%
-141.2%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +18.8% | -2.4% | +21.2% | +19.9% |
| 7D | +4.0% | -5.3% | +9.3% | +6.1% |
| 30D | -13.1% | +0.3% | -13.3% | -13.5% |
| 3M | +14.6% | -22.9% | +37.5% | +24.7% |
| 6M | +133.7% | -23.4% | +157.1% | +156.9% |
| YTD | +143.0% | -28.3% | +171.3% | +176.8% |
| 1Y | +320.9% | -7.0% | +327.9% | +322.4% |
| 3Y | -58.9% | +37.6% | -96.5% | -69.0% |
| 5Y | -89.7% | +53.4% | -143.0% | -93.0% |
| All | -89.7% | +51.6% | -141.2% | -93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling