+7,607.6%
FTNT vs IONS
+147.6%
+7,459.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.5% | +3.2% | +3.6% |
| 7D | -1.0% | -29.4% | +28.4% | +4.2% |
| 30D | -33.6% | -35.1% | +1.5% | -29.1% |
| 3M | -20.9% | -48.9% | +28.0% | -12.4% |
| 6M | +11.0% | -62.4% | +73.4% | +27.9% |
| YTD | +61.3% | -64.2% | +125.5% | +86.9% |
| 1Y | +53.1% | -60.9% | +114.0% | +74.5% |
| 3Y | +152.1% | -38.9% | +191.0% | +155.4% |
| 5Y | +90.1% | -15.6% | +105.7% | +77.1% |
| 10Y | +1,910.4% | -33.5% | +1,943.8% | +1,749.6% |
| All | +7,607.6% | +147.6% | +7,459.9% | +4,225.5% |
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