-44.9%
IONS vs WTW
+8.6%
-53.5%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +3.0% | -3.6% | -0.9% |
| 7D | -10.6% | +4.9% | -15.5% | -10.9% |
| 30D | -7.7% | +17.1% | -24.8% | -9.0% |
| 3M | -27.1% | -0.3% | -26.8% | -27.1% |
| 6M | -46.8% | +30.7% | -77.4% | -47.4% |
| YTD | -49.2% | +3.7% | -53.0% | -48.6% |
| 1Y | -44.9% | +5.9% | -50.8% | -44.1% |
| All | -44.9% | +8.6% | -53.5% | -44.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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