+287.0%
FLEX vs IONS
-40.7%
+327.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -9.1% | +6.4% | -1.4% |
| 7D | -13.6% | -30.3% | +16.6% | -9.8% |
| 30D | -36.5% | -37.7% | +1.2% | -32.3% |
| 3M | -36.4% | -50.5% | +14.1% | -29.9% |
| 6M | -46.5% | -62.8% | +16.3% | -39.3% |
| YTD | +25.9% | -64.4% | +90.3% | +43.9% |
| 1Y | +19.6% | -59.5% | +79.0% | +33.1% |
| 3Y | +287.0% | -39.2% | +326.2% | +265.4% |
| All | +287.0% | -40.7% | +327.7% | +265.4% |
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