-60.0%
FISV vs IONS
+36.3%
-96.3%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.1% | -4.3% |
| 7D | -6.4% | -8.7% | +2.3% | -6.0% |
| 30D | -6.8% | -1.6% | -5.2% | -6.8% |
| 3M | -10.0% | -24.9% | +14.9% | -9.0% |
| 6M | -20.6% | -25.7% | +5.0% | -19.8% |
| YTD | -27.6% | -29.2% | +1.6% | -26.7% |
| 1Y | -64.3% | -13.0% | -51.3% | -64.3% |
| All | -60.0% | +36.3% | -96.3% | -61.8% |
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 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