+256.8%
FLEX vs IONS
-16.4%
+273.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.6% | +3.0% | +4.3% |
| 7D | -19.3% | -9.4% | -9.9% | -17.8% |
| 30D | -41.5% | -10.7% | -30.8% | -40.2% |
| 3M | -43.1% | -27.7% | -15.5% | -40.1% |
| 6M | -48.2% | -48.7% | +0.5% | -43.3% |
| YTD | +15.5% | -50.2% | +65.7% | +26.9% |
| 1Y | +10.2% | -46.8% | +57.0% | +19.5% |
| 3Y | +256.8% | -14.8% | +271.6% | +225.9% |
| All | +256.8% | -16.4% | +273.2% | +225.9% |
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 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