-62.0%
FND vs IONS
+17.1%
-79.1%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.8% |
| 7D | +7.7% | -9.4% | +17.1% | +10.0% |
| 30D | +11.9% | -10.7% | +22.6% | +14.4% |
| 3M | -14.6% | -27.7% | +13.1% | -8.6% |
| 6M | +0.5% | -48.7% | +49.2% | +14.2% |
| YTD | -15.8% | -50.2% | +34.3% | -3.8% |
| 1Y | -12.9% | -46.8% | +33.9% | -2.2% |
| 3Y | -34.2% | -14.8% | -19.3% | -38.1% |
| All | -62.0% | +17.1% | -79.1% | -69.9% |
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