+306.6%
FWONK vs IONS
+71.1%
+235.5%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.2% | +3.2% | +2.1% |
| 7D | -0.6% | -8.7% | +8.0% | +0.7% |
| 30D | -5.8% | -1.6% | -4.2% | -5.6% |
| 3M | +10.0% | -24.9% | +34.9% | +13.8% |
| 6M | +14.7% | -25.7% | +40.3% | +18.6% |
| YTD | -1.7% | -29.2% | +27.5% | +2.2% |
| 1Y | -4.6% | -13.0% | +8.4% | -4.0% |
| 3Y | +46.7% | +35.9% | +10.7% | +33.4% |
| 5Y | +99.4% | +54.5% | +44.9% | +73.8% |
| 10Y | +345.6% | +93.1% | +252.5% | +278.3% |
| All | +306.6% | +71.1% | +235.5% | +236.9% |
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