-65.0%
FLUT vs IONS
-7.3%
-57.7%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +3.0% | +0.6% |
| 7D | +3.8% | -5.3% | +9.1% | +3.9% |
| 30D | +6.3% | +0.3% | +6.0% | +6.3% |
| 3M | -4.0% | -22.9% | +18.8% | -3.8% |
| 6M | -10.3% | -23.4% | +13.1% | -10.0% |
| YTD | -53.2% | -28.3% | -24.9% | -53.2% |
| 1Y | -65.0% | -7.0% | -58.0% | -66.1% |
| All | -65.0% | -7.3% | -57.7% | -66.1% |
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