+502.5%
EWT vs IONS
+127.9%
+374.6%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.4% | -6.3% | -0.7% |
| 7D | +9.1% | -26.3% | +35.4% | +12.8% |
| 30D | -12.2% | -31.9% | +19.7% | -8.3% |
| 3M | -9.4% | -48.0% | +38.6% | -2.1% |
| 6M | +2.7% | -62.6% | +65.2% | +14.9% |
| YTD | +53.3% | -63.3% | +116.5% | +71.8% |
| 1Y | +59.2% | -58.4% | +117.6% | +75.3% |
| 3Y | +157.1% | -38.2% | +195.3% | +162.2% |
| 5Y | +119.6% | -11.1% | +130.7% | +108.7% |
| 10Y | +446.9% | -31.7% | +478.6% | +406.7% |
| All | +502.5% | +127.9% | +374.6% | +227.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling