+3,076.9%
FTAI vs IONS
+87.6%
+2,989.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -2.6% | +5.9% | +3.9% |
| 7D | -5.2% | -6.7% | +1.5% | -3.8% |
| 30D | -17.9% | -4.1% | -13.8% | -17.3% |
| 3M | -22.7% | -26.6% | +3.8% | -18.8% |
| 6M | -28.0% | -27.5% | -0.5% | -23.9% |
| YTD | -5.0% | -31.5% | +26.5% | +1.7% |
| 1Y | +10.4% | -15.3% | +25.7% | +12.2% |
| 3Y | +425.2% | +31.3% | +393.9% | +361.8% |
| 5Y | +890.3% | +50.2% | +840.1% | +727.5% |
| All | +3,076.9% | +87.6% | +2,989.3% | +2,489.1% |
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