+86.9%
FOXA vs IONS
+52.5%
+34.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.0% |
| 7D | -5.4% | -8.7% | +3.2% | -4.5% |
| 30D | +1.1% | -1.6% | +2.8% | +1.3% |
| 3M | -6.1% | -24.9% | +18.8% | -3.8% |
| 6M | +8.2% | -25.7% | +33.9% | +10.9% |
| YTD | -11.8% | -29.2% | +17.4% | -9.1% |
| 1Y | +9.9% | -13.0% | +22.9% | +10.2% |
| 3Y | +110.7% | +35.9% | +74.8% | +92.0% |
| 5Y | +86.9% | +54.5% | +32.4% | +59.0% |
| All | +86.9% | +52.5% | +34.4% | +59.0% |
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 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