+15.0%
FOXA vs IONS
-13.5%
+28.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.7% | +2.1% |
| 7D | -3.7% | -4.3% | +0.5% | -3.6% |
| 30D | +5.4% | +0.4% | +4.9% | +5.4% |
| 3M | -3.7% | -24.1% | +20.4% | -3.8% |
| 6M | +12.6% | -26.4% | +39.0% | +12.9% |
| YTD | -10.0% | -29.7% | +19.7% | -8.7% |
| 1Y | +15.0% | -13.0% | +28.1% | +18.7% |
| All | +15.0% | -13.5% | +28.5% | +18.7% |
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 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