-25.6%
FLUT vs IONS
-27.6%
+2.0%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +1.3% |
| 7D | -1.5% | -30.3% | +28.8% | +1.1% |
| 30D | +3.4% | -37.7% | +41.2% | +7.0% |
| 3M | -12.5% | -50.5% | +38.0% | -7.8% |
| 6M | -18.5% | -62.8% | +44.3% | -12.5% |
| YTD | -61.6% | -64.4% | +2.7% | -58.7% |
| 1Y | -64.1% | -59.5% | -4.6% | -61.8% |
| 3Y | -44.5% | -39.2% | -5.3% | -44.3% |
| 5Y | -51.3% | -15.3% | -35.9% | -52.7% |
| 10Y | -25.6% | -31.2% | +5.6% | -30.4% |
| All | -25.6% | -27.6% | +2.0% | -30.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling