-61.9%
FLNC vs IONS
+35.4%
-97.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.7% | -3.6% | -4.1% |
| 7D | -5.0% | -4.3% | -0.7% | -4.1% |
| 30D | -26.1% | +0.4% | -26.5% | -26.2% |
| 3M | -55.2% | -24.1% | -31.1% | -53.7% |
| 6M | -42.6% | -26.4% | -16.1% | -40.2% |
| YTD | -51.0% | -29.7% | -21.4% | -48.3% |
| 1Y | +43.3% | -13.0% | +56.4% | +41.6% |
| All | -61.9% | +35.4% | -97.3% | -67.5% |
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