+9,303.7%
FTNT vs IONS
+407.8%
+8,896.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.1% | 0.0% | 0.0% |
| 7D | -5.8% | -4.8% | -1.0% | -5.1% |
| 30D | -4.8% | +7.2% | -12.0% | -6.1% |
| 3M | +4.4% | -22.7% | +27.1% | +7.7% |
| 6M | +88.8% | -26.9% | +115.7% | +96.2% |
| YTD | +96.8% | -26.6% | +123.4% | +104.0% |
| 1Y | +104.5% | -2.1% | +106.6% | +100.8% |
| 3Y | +156.8% | +43.4% | +113.3% | +125.3% |
| 5Y | +144.1% | +47.0% | +97.1% | +108.7% |
| 10Y | +2,021.8% | +97.2% | +1,924.6% | +1,536.5% |
| All | +9,303.7% | +407.8% | +8,896.0% | +4,622.1% |
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