+98.5%
FLEX vs IONS
-2.1%
+100.6%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -0.9% | -4.8% | +4.0% | -0.6% |
| 30D | -10.1% | +7.2% | -17.3% | -10.7% |
| 3M | -31.3% | -22.7% | -8.7% | -33.1% |
| 6M | +71.3% | -26.9% | +98.2% | +68.6% |
| YTD | +81.2% | -26.6% | +107.8% | +78.1% |
| 1Y | +98.5% | -2.1% | +100.6% | +91.9% |
| All | +98.5% | -2.1% | +100.6% | +91.9% |
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