+6,052.4%
FISV vs IONS
+440.4%
+5,612.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.6% | +0.5% |
| 7D | -0.3% | -4.8% | +4.5% | +0.1% |
| 30D | -2.1% | +7.2% | -9.2% | -2.8% |
| 3M | -5.7% | -22.7% | +16.9% | -4.0% |
| 6M | -15.3% | -26.9% | +11.5% | -13.4% |
| YTD | -21.1% | -26.6% | +5.5% | -19.4% |
| 1Y | -61.1% | -2.1% | -59.0% | -61.3% |
| 3Y | -56.8% | +43.4% | -100.3% | -59.5% |
| 5Y | -54.2% | +47.0% | -101.2% | -57.6% |
| 10Y | +1.6% | +97.2% | -95.6% | -11.5% |
| All | +6,052.4% | +440.4% | +5,612.0% | +3,658.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling