+317.0%
FWONK vs IONS
+87.6%
+229.3%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.6% | +2.7% | +0.6% |
| 7D | +0.1% | -6.7% | +6.8% | +1.3% |
| 30D | -7.7% | -4.1% | -3.6% | -7.1% |
| 3M | +5.7% | -26.6% | +32.3% | +10.5% |
| 6M | +13.5% | -27.5% | +41.0% | +18.7% |
| YTD | -3.0% | -31.5% | +28.5% | +2.3% |
| 1Y | -6.4% | -15.3% | +8.9% | -5.4% |
| 3Y | +43.8% | +31.3% | +12.5% | +28.0% |
| 5Y | +98.6% | +50.2% | +48.4% | +66.2% |
| All | +317.0% | +87.6% | +229.3% | +250.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling