+5,008.5%
FLEX vs IONS
+385.2%
+4,623.3%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -39.8% |
| 6M | -48.2% | -48.7% | +0.5% | -42.4% |
| YTD | +15.5% | -50.2% | +65.7% | +29.0% |
| 1Y | +10.2% | -46.8% | +57.0% | +21.6% |
| 3Y | +256.8% | -14.8% | +271.6% | +251.2% |
| 5Y | +408.2% | +17.0% | +391.2% | +361.6% |
| 10Y | +580.8% | +45.3% | +535.5% | +460.1% |
| All | +5,008.5% | +385.2% | +4,623.3% | +2,014.8% |
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 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