-13.4%
FND vs IONS
-44.5%
+31.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.7% | +11.6% | +11.0% |
| 7D | +12.3% | -10.6% | +22.9% | +13.8% |
| 30D | +14.7% | -7.7% | +22.4% | +15.7% |
| 3M | -12.0% | -27.1% | +15.1% | -9.0% |
| 6M | +10.8% | -46.8% | +57.5% | +14.7% |
| YTD | -12.3% | -49.2% | +37.0% | -8.6% |
| 1Y | -13.4% | -44.9% | +31.5% | -12.5% |
| All | -13.4% | -44.5% | +31.2% | -12.5% |
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