+1,910.4%
FTNT vs IONS
-29.6%
+1,940.0%
-39.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -1.0% | -29.4% | +28.4% | +4.7% |
| 30D | -33.6% | -35.1% | +1.5% | -28.7% |
| 3M | -20.9% | -48.9% | +28.0% | -11.6% |
| 6M | +11.0% | -62.4% | +73.4% | +29.7% |
| YTD | +61.3% | -64.2% | +125.5% | +89.6% |
| 1Y | +53.1% | -60.9% | +114.0% | +76.5% |
| 3Y | +152.1% | -38.9% | +191.0% | +151.8% |
| 5Y | +90.1% | -15.6% | +105.7% | +68.9% |
| 10Y | +1,910.4% | -33.5% | +1,943.8% | +1,731.9% |
| All | +1,910.4% | -29.6% | +1,940.0% | +1,731.9% |
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