+79.7%
IWD vs IONS
-16.4%
+96.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -0.5% | -9.4% | +9.0% | +0.3% |
| 30D | +2.7% | -10.7% | +13.4% | +3.5% |
| 3M | +0.9% | -27.7% | +28.5% | +3.2% |
| 6M | +10.5% | -48.7% | +59.3% | +15.5% |
| YTD | +23.7% | -50.2% | +73.9% | +29.5% |
| 1Y | +28.7% | -46.8% | +75.5% | +33.9% |
| 3Y | +79.7% | -14.8% | +94.6% | +72.1% |
| All | +79.7% | -16.4% | +96.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling