-87.2%
FCUV vs IONS
+18.3%
-105.5%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -0.1% | -13.6% | -13.7% |
| 7D | +62.8% | -4.8% | +67.7% | +62.9% |
| 30D | +66.5% | +7.2% | +59.3% | +66.3% |
| 3M | +459.9% | -22.7% | +482.6% | +469.9% |
| 6M | -12.4% | -26.9% | +14.5% | -10.6% |
| YTD | -47.5% | -26.6% | -21.0% | -46.5% |
| 1Y | -80.5% | -2.1% | -78.4% | -80.6% |
| 3Y | -97.6% | +43.4% | -141.1% | -97.7% |
| 5Y | -99.5% | +47.0% | -146.5% | -99.6% |
| 10Y | -95.8% | +97.2% | -192.9% | -96.0% |
| All | -87.2% | +18.3% | -105.5% | -88.6% |
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