-94.7%
FCUV vs IONS
-40.8%
-53.9%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +136.0% | +6.4% | +129.6% | +135.7% |
| 7D | +148.8% | -26.3% | +175.1% | +150.1% |
| 30D | +95.0% | -31.9% | +127.0% | +96.4% |
| 3M | +27.8% | -48.0% | +75.8% | +29.4% |
| 6M | +121.0% | -62.6% | +183.5% | +128.2% |
| YTD | -78.1% | -63.3% | -14.9% | -77.4% |
| 1Y | -94.3% | -58.4% | -35.9% | -94.1% |
| 3Y | -98.9% | -38.2% | -60.7% | -98.9% |
| 5Y | -99.7% | -11.1% | -88.6% | -99.7% |
| 10Y | -98.2% | -31.7% | -66.5% | -98.3% |
| All | -94.7% | -40.8% | -53.9% | -95.2% |
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