+55.5%
EWT vs IONS
-61.6%
+117.1%
-27.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.6% | +0.7% | -2.8% |
| 7D | +13.2% | -29.6% | +42.9% | +13.9% |
| 30D | -14.3% | -35.6% | +21.3% | -13.0% |
| 3M | -8.4% | -51.7% | +43.3% | -5.4% |
| 6M | +3.7% | -64.0% | +67.7% | +6.5% |
| YTD | +53.1% | -65.5% | +118.6% | +57.8% |
| 1Y | +55.5% | -62.4% | +117.9% | +57.9% |
| All | +55.5% | -61.6% | +117.1% | +57.9% |
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