-44.9%
IONS vs FIGR
-41.8%
-3.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.2% | -4.8% | -0.7% |
| 7D | -10.6% | -1.3% | -9.3% | -10.6% |
| 30D | -7.7% | -17.6% | +9.9% | -7.8% |
| 3M | -27.1% | -16.7% | -10.4% | -26.8% |
| 6M | -46.8% | -36.1% | -10.7% | -46.7% |
| YTD | -49.2% | -43.6% | -5.6% | -50.9% |
| 1Y | -44.9% | -39.8% | -5.1% | -46.9% |
| All | -44.9% | -41.8% | -3.1% | -46.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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