-55.0%
FIS vs IONS
-55.7%
+0.7%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -21.4% | +20.0% | -1.6% |
| 7D | -29.4% | -24.8% | -4.6% | -29.7% |
| 30D | -16.7% | -31.5% | +14.8% | -17.3% |
| 3M | -33.0% | -45.2% | +12.2% | -33.7% |
| 6M | -33.3% | -59.1% | +25.7% | -34.6% |
| YTD | -56.0% | -60.8% | +4.8% | -56.8% |
| All | -55.0% | -55.7% | +0.7% | -56.7% |
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 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