-64.1%
FLUT vs IONS
-59.8%
-4.3%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -9.1% | +9.7% | +0.6% |
| 7D | -1.5% | -30.3% | +28.8% | -1.5% |
| 30D | +3.4% | -37.7% | +41.2% | +3.5% |
| 3M | -12.5% | -50.5% | +38.0% | -11.7% |
| 6M | -18.5% | -62.8% | +44.3% | -17.3% |
| YTD | -61.6% | -64.4% | +2.7% | -61.5% |
| 1Y | -64.1% | -59.5% | -4.6% | -67.0% |
| All | -64.1% | -59.8% | -4.3% | -67.0% |
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