+48.5%
FND vs IONS
+18.9%
+29.6%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.4% |
| 7D | -0.8% | -8.7% | +7.9% | +1.6% |
| 30D | -19.6% | -1.6% | -18.0% | -19.4% |
| 3M | -4.3% | -24.9% | +20.5% | +1.2% |
| 6M | -20.4% | -25.7% | +5.2% | -15.6% |
| YTD | -21.9% | -29.2% | +7.3% | -16.2% |
| 1Y | -45.2% | -13.0% | -32.2% | -44.7% |
| 3Y | -49.2% | +35.9% | -85.2% | -58.1% |
| 5Y | -61.8% | +54.5% | -116.3% | -70.7% |
| All | +48.5% | +18.9% | +29.6% | +13.2% |
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