+71.1%
FDX vs IONS
-40.7%
+111.9%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -9.1% | +9.3% | +1.0% |
| 7D | +0.5% | -30.3% | +30.7% | +3.2% |
| 30D | +9.5% | -37.7% | +47.3% | +13.8% |
| 3M | -1.3% | -50.5% | +49.2% | +4.8% |
| 6M | +5.5% | -62.8% | +68.3% | +14.6% |
| YTD | +38.9% | -64.4% | +103.2% | +51.4% |
| 1Y | +58.8% | -59.5% | +118.3% | +70.8% |
| 3Y | +71.1% | -39.2% | +110.3% | +71.6% |
| All | +71.1% | -40.7% | +111.9% | +71.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling