+83.9%
IONS vs FDS
+77.6%
+6.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -1.1% |
| 7D | -5.3% | -5.4% | +0.1% | -3.7% |
| 30D | +0.3% | +1.6% | -1.3% | -0.5% |
| 3M | -22.9% | +17.7% | -40.6% | -27.4% |
| 6M | -23.4% | +29.1% | -52.5% | -31.0% |
| YTD | -28.3% | +1.0% | -29.3% | -30.0% |
| 1Y | -7.0% | -21.6% | +14.6% | -0.5% |
| 3Y | +37.6% | -30.1% | +67.7% | +50.8% |
| 5Y | +53.4% | -20.7% | +74.1% | +55.1% |
| 10Y | +83.9% | +78.3% | +5.7% | +8.6% |
| All | +83.9% | +77.6% | +6.4% | +8.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling