+519.9%
EWT vs IONS
+122.2%
+397.7%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +0.5% | +5.3% | +5.8% |
| 7D | +3.2% | -29.4% | +32.6% | +7.4% |
| 30D | -12.3% | -35.1% | +22.8% | -7.8% |
| 3M | -3.6% | -48.9% | +45.3% | +4.4% |
| 6M | +3.1% | -62.4% | +65.5% | +15.4% |
| YTD | +57.7% | -64.2% | +121.9% | +77.4% |
| 1Y | +60.3% | -60.9% | +121.2% | +78.0% |
| 3Y | +163.4% | -38.9% | +202.3% | +169.0% |
| 5Y | +127.4% | -15.6% | +143.0% | +117.6% |
| 10Y | +462.7% | -33.5% | +496.1% | +423.1% |
| All | +519.9% | +122.2% | +397.7% | +238.6% |
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