+60.5%
FND vs IONS
-40.2%
+100.7%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -9.1% | +5.5% | -1.3% |
| 7D | +6.8% | -30.3% | +37.1% | +15.8% |
| 30D | +13.1% | -37.7% | +50.8% | +26.0% |
| 3M | -13.1% | -50.5% | +37.4% | +2.6% |
| 6M | -0.6% | -62.8% | +62.2% | +24.2% |
| YTD | -15.5% | -64.4% | +48.8% | +6.6% |
| 1Y | -13.7% | -59.5% | +45.8% | +5.0% |
| 3Y | -35.0% | -39.2% | +4.2% | -33.6% |
| 5Y | -60.1% | -15.3% | -44.7% | -64.7% |
| All | +60.5% | -40.2% | +100.7% | +44.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling