+74.9%
IWD vs IONS
+47.7%
+27.2%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -0.3% | -4.8% | +4.6% | +0.2% |
| 30D | +0.6% | +7.2% | -6.6% | -0.2% |
| 3M | +7.2% | -22.7% | +29.9% | +9.4% |
| 6M | +16.2% | -26.9% | +43.1% | +19.2% |
| YTD | +23.3% | -26.6% | +49.9% | +26.3% |
| 1Y | +29.6% | -2.1% | +31.7% | +28.4% |
| 3Y | +70.5% | +43.4% | +27.0% | +56.3% |
| All | +74.9% | +47.7% | +27.2% | +57.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling