+7,317.7%
FISV vs IONS
+163.5%
+7,154.2%
-81.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.5% | +0.4% | +0.9% |
| 7D | +3.0% | -29.4% | +32.4% | +6.0% |
| 30D | +38.8% | -35.1% | +73.9% | +43.9% |
| 3M | +21.2% | -48.9% | +70.1% | +28.3% |
| 6M | +17.5% | -62.4% | +79.9% | +27.4% |
| YTD | -4.9% | -64.2% | +59.3% | +3.5% |
| 1Y | -0.6% | -60.9% | +60.3% | +7.2% |
| 3Y | -47.4% | -38.9% | -8.5% | -46.6% |
| 5Y | -36.0% | -15.6% | -20.5% | -37.9% |
| 10Y | +27.1% | -33.5% | +60.6% | +22.3% |
| All | +7,317.7% | +163.5% | +7,154.2% | +4,723.0% |
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