+84.5%
IWD vs IONS
-40.7%
+125.1%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.6% | +3.2% | -0.2% |
| 7D | +1.7% | -29.6% | +31.3% | +3.8% |
| 30D | +3.2% | -35.6% | +38.8% | +6.0% |
| 3M | +2.3% | -51.7% | +54.0% | +7.3% |
| 6M | +12.9% | -64.0% | +76.9% | +20.5% |
| YTD | +26.2% | -65.5% | +91.7% | +35.1% |
| 1Y | +28.3% | -62.4% | +90.7% | +36.2% |
| All | +84.5% | -40.7% | +125.1% | +80.5% |
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