-55.8%
FISV vs IONS
+53.9%
-109.7%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.7% | +1.2% | +0.6% |
| 7D | -7.2% | -4.3% | -2.9% | -6.8% |
| 30D | -7.2% | +0.4% | -7.6% | -7.3% |
| 3M | -8.2% | -24.1% | +15.9% | -6.2% |
| 6M | -17.7% | -26.4% | +8.8% | -15.7% |
| YTD | -27.2% | -29.7% | +2.5% | -25.1% |
| 1Y | -63.0% | -13.0% | -49.9% | -62.9% |
| 3Y | -59.8% | +35.0% | -94.8% | -63.2% |
| 5Y | -55.8% | +54.2% | -110.0% | -62.1% |
| All | -55.8% | +53.9% | -109.7% | -62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling