-62.4%
IONS vs FIGR
-29.5%
-32.9%
-68.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +6.1% | -9.7% | -3.5% |
| 7D | -29.6% | +22.8% | -52.4% | -29.6% |
| 30D | -35.6% | -5.8% | -29.8% | -35.5% |
| 3M | -51.7% | -16.3% | -35.4% | -51.5% |
| 6M | -64.0% | -35.0% | -29.0% | -63.9% |
| YTD | -65.5% | -37.1% | -28.3% | -66.7% |
| 1Y | -62.4% | -31.2% | -31.2% | -64.2% |
| All | -62.4% | -29.5% | -32.9% | -64.2% |
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