-83.2%
FIG vs IONS
-34.5%
-48.7%
-86.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.4% | -3.6% | +3.2% |
| 7D | +3.4% | -26.3% | +29.7% | +1.2% |
| 30D | -9.5% | -31.9% | +22.5% | -12.0% |
| 3M | -26.2% | -48.0% | +21.8% | -30.1% |
| 6M | +2.7% | -62.6% | +65.2% | -4.9% |
| YTD | -48.0% | -63.3% | +15.3% | -52.2% |
| 1Y | -52.0% | -58.4% | +6.3% | -55.5% |
| All | -83.2% | -34.5% | -48.7% | -82.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling