+154.6%
FTNT vs IONS
+51.6%
+103.1%
-38.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.1% | +1.1% |
| 7D | -2.7% | -5.3% | +2.6% | -2.0% |
| 30D | -1.4% | +0.3% | -1.6% | -1.6% |
| 3M | +10.1% | -22.9% | +33.0% | +12.9% |
| 6M | +88.2% | -23.4% | +111.6% | +92.8% |
| YTD | +98.3% | -28.3% | +126.6% | +105.0% |
| 1Y | +96.0% | -7.0% | +103.0% | +92.6% |
| 3Y | +145.8% | +37.6% | +108.2% | +109.4% |
| 5Y | +154.6% | +53.4% | +101.2% | +91.8% |
| All | +154.6% | +51.6% | +103.1% | +91.8% |
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