+5,252.7%
FDX vs IONS
+260.9%
+4,991.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.4% | -0.5% | -3.5% |
| 7D | +2.9% | -12.6% | +15.5% | +4.2% |
| 30D | +9.6% | -11.8% | +21.4% | +10.8% |
| 3M | +2.4% | -28.4% | +30.8% | +5.3% |
| 6M | +9.2% | -48.4% | +57.7% | +15.2% |
| YTD | +37.7% | -51.0% | +88.7% | +45.9% |
| 1Y | +56.1% | -48.0% | +104.2% | +64.5% |
| 3Y | +68.9% | -17.8% | +86.7% | +67.9% |
| 5Y | +79.0% | +15.2% | +63.8% | +70.4% |
| 10Y | +163.9% | +43.0% | +120.9% | +140.0% |
| All | +5,252.7% | +260.9% | +4,991.7% | +3,811.0% |
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