-58.1%
FIG vs IONS
-59.8%
+1.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -9.1% | +5.1% | -4.1% |
| 7D | -11.4% | -30.3% | +18.8% | -12.2% |
| 30D | -17.2% | -37.7% | +20.5% | -18.4% |
| 3M | -26.6% | -50.5% | +23.9% | -28.6% |
| 6M | -9.8% | -62.8% | +52.9% | -12.5% |
| YTD | -50.1% | -64.4% | +14.2% | -54.0% |
| 1Y | -58.1% | -59.5% | +1.4% | -63.8% |
| All | -58.1% | -59.8% | +1.7% | -63.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling