+5,106.4%
FDX vs IONS
+266.7%
+4,839.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +1.6% | -4.3% | -2.9% |
| 7D | -1.6% | -9.4% | +7.8% | -0.8% |
| 30D | +6.6% | -10.7% | +17.3% | +7.6% |
| 3M | -2.1% | -27.7% | +25.6% | +0.7% |
| 6M | +2.2% | -48.7% | +50.9% | +7.8% |
| YTD | +33.9% | -50.2% | +84.1% | +41.7% |
| 1Y | +50.2% | -46.8% | +97.0% | +57.9% |
| 3Y | +65.5% | -14.8% | +80.4% | +64.0% |
| 5Y | +74.1% | +17.0% | +57.1% | +65.5% |
| 10Y | +156.7% | +45.3% | +111.4% | +133.1% |
| All | +5,106.4% | +266.7% | +4,839.7% | +3,698.4% |
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