+18.4%
FTV vs IONS
-7.3%
+25.8%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.4% | +1.6% | -0.6% |
| 7D | -0.4% | -5.3% | +4.9% | -0.1% |
| 30D | -8.3% | +0.3% | -8.6% | -8.4% |
| 3M | -7.4% | -22.9% | +15.5% | -6.9% |
| 6M | -1.2% | -23.4% | +22.2% | -0.6% |
| YTD | +2.7% | -28.3% | +31.0% | +3.8% |
| 1Y | +18.4% | -7.0% | +25.5% | +17.2% |
| All | +18.4% | -7.3% | +25.8% | +17.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling