+53.3%
FLNC vs IONS
-2.1%
+55.4%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.1% | +1.5% | +1.5% |
| 7D | -4.9% | -4.8% | 0.0% | -4.9% |
| 30D | -27.3% | +7.2% | -34.5% | -27.1% |
| 3M | -61.9% | -22.7% | -39.2% | -63.4% |
| 6M | -34.5% | -26.9% | -7.6% | -36.1% |
| YTD | -47.7% | -26.6% | -21.1% | -48.3% |
| 1Y | +53.3% | -2.1% | +55.5% | +80.7% |
| All | +53.3% | -2.1% | +55.4% | +80.7% |
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