+2,054.3%
FLUT vs IONS
+478.6%
+1,575.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.1% | -2.2% |
| 7D | -1.6% | -4.8% | +3.2% | -1.5% |
| 30D | +7.7% | +7.2% | +0.6% | +7.6% |
| 3M | -0.7% | -22.7% | +22.0% | -0.2% |
| 6M | -11.2% | -26.9% | +15.7% | -10.6% |
| YTD | -53.4% | -26.6% | -26.9% | -53.2% |
| 1Y | -65.8% | -2.1% | -63.6% | -65.8% |
| 3Y | -44.9% | +43.4% | -88.4% | -45.8% |
| 5Y | -49.7% | +47.0% | -96.7% | -50.6% |
| 10Y | -9.7% | +97.2% | -106.9% | -11.2% |
| All | +2,054.3% | +478.6% | +1,575.7% | +2,028.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling