+5,328.0%
FDX vs IONS
+440.4%
+4,887.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.5% |
| 7D | -2.5% | -4.8% | +2.3% | -2.1% |
| 30D | +3.8% | +7.2% | -3.4% | +3.1% |
| 3M | -1.3% | -22.7% | +21.4% | +0.5% |
| 6M | +5.0% | -26.9% | +31.9% | +7.4% |
| YTD | +39.6% | -26.6% | +66.2% | +42.8% |
| 1Y | +81.1% | -2.1% | +83.3% | +80.3% |
| 3Y | +63.0% | +43.4% | +19.6% | +53.9% |
| 5Y | +65.6% | +47.0% | +18.6% | +54.1% |
| 10Y | +183.4% | +97.2% | +86.2% | +150.1% |
| All | +5,328.0% | +440.4% | +4,887.6% | +3,727.8% |
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