+155.7%
FDX vs IONS
-29.6%
+185.4%
-66.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.5% | +0.5% | +0.9% |
| 7D | -2.1% | -29.4% | +27.4% | +2.6% |
| 30D | +10.4% | -35.1% | +45.5% | +17.2% |
| 3M | +0.5% | -48.9% | +49.3% | +10.4% |
| 6M | +6.5% | -62.4% | +68.9% | +21.9% |
| YTD | +40.2% | -64.2% | +104.4% | +61.5% |
| 1Y | +52.1% | -60.9% | +113.0% | +72.6% |
| 3Y | +72.8% | -38.9% | +111.7% | +76.2% |
| 5Y | +76.3% | -15.6% | +91.9% | +64.2% |
| 10Y | +155.7% | -33.5% | +189.2% | +147.2% |
| All | +155.7% | -29.6% | +185.4% | +147.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling