+55.2%
EWT vs IONS
-44.5%
+99.7%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.5% | -1.2% |
| 7D | -10.9% | -10.6% | -0.3% | -10.1% |
| 30D | -17.7% | -7.7% | -10.0% | -17.2% |
| 3M | -5.0% | -27.1% | +22.1% | -3.2% |
| 6M | +7.4% | -46.8% | +54.2% | +8.9% |
| YTD | +52.8% | -49.2% | +102.1% | +55.7% |
| 1Y | +55.2% | -44.9% | +100.1% | +57.0% |
| All | +55.2% | -44.5% | +99.7% | +57.0% |
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