+74.9%
FSLR vs IONS
+17.1%
+57.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.6% | +1.2% | +2.4% |
| 7D | +15.3% | -9.4% | +24.8% | +17.4% |
| 30D | +11.7% | -10.7% | +22.4% | +13.8% |
| 3M | -17.6% | -27.7% | +10.0% | -12.8% |
| 6M | -7.7% | -48.7% | +41.0% | +2.9% |
| YTD | -23.0% | -50.2% | +27.2% | -13.9% |
| 1Y | -26.0% | -46.8% | +20.8% | -18.5% |
| 3Y | +36.9% | -14.8% | +51.7% | +31.8% |
| All | +74.9% | +17.1% | +57.7% | +42.7% |
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 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