+442.4%
FLEX vs IONS
+43.7%
+398.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.6% | +1.5% |
| 7D | -0.9% | -4.8% | +4.0% | -0.2% |
| 30D | -10.1% | +7.2% | -17.3% | -11.3% |
| 3M | -31.3% | -22.7% | -8.7% | -29.9% |
| 6M | +71.3% | -26.9% | +98.2% | +76.7% |
| YTD | +81.2% | -26.6% | +107.8% | +86.6% |
| 1Y | +98.5% | -2.1% | +100.6% | +93.6% |
| All | +442.4% | +43.7% | +398.7% | +388.8% |
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