-80.3%
FIG vs IONS
+27.8%
-108.1%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -2.4% | -3.3% | -5.9% |
| 7D | -16.4% | -5.3% | -11.1% | -16.8% |
| 30D | -2.3% | +0.3% | -2.6% | -2.2% |
| 3M | +7.8% | -22.9% | +30.7% | +6.3% |
| 6M | -21.8% | -23.4% | +1.6% | -23.1% |
| YTD | -39.1% | -28.3% | -10.8% | -40.8% |
| 1Y | -56.6% | -7.0% | -49.6% | -56.6% |
| All | -80.3% | +27.8% | -108.1% | -78.6% |
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 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