-51.0%
FLUT vs IONS
+17.1%
-68.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.8% |
| 7D | -1.1% | -9.4% | +8.3% | +0.3% |
| 30D | +7.7% | -10.7% | +18.4% | +9.3% |
| 3M | -12.2% | -27.7% | +15.5% | -8.3% |
| 6M | -17.6% | -48.7% | +31.1% | -10.0% |
| YTD | -62.0% | -50.2% | -11.8% | -58.5% |
| 1Y | -62.3% | -46.8% | -15.5% | -59.3% |
| 3Y | -52.0% | -14.8% | -37.1% | -54.7% |
| All | -51.0% | +17.1% | -68.1% | -59.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling