+2,582.9%
FTAI vs IONS
-4.7%
+2,587.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | +0.7% | -4.8% | +5.5% | +1.4% |
| 30D | -12.1% | +7.2% | -19.3% | -13.3% |
| 3M | -21.3% | -22.7% | +1.3% | -18.9% |
| 6M | -30.2% | -26.9% | -3.3% | -27.2% |
| YTD | +0.3% | -26.6% | +26.8% | +4.5% |
| 1Y | +27.2% | -2.1% | +29.3% | +25.7% |
| 3Y | +443.9% | +43.4% | +400.4% | +387.6% |
| 5Y | +853.5% | +47.0% | +806.6% | +738.5% |
| 10Y | +3,169.1% | +97.2% | +3,071.9% | +2,740.5% |
| All | +2,582.9% | -4.7% | +2,587.6% | +2,308.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling