+728.9%
IWD vs IONS
+341.1%
+387.9%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.5% |
| 7D | -0.5% | -9.4% | +9.0% | +0.7% |
| 30D | +2.7% | -10.7% | +13.4% | +4.0% |
| 3M | +0.9% | -27.7% | +28.5% | +4.5% |
| 6M | +10.5% | -48.7% | +59.3% | +18.5% |
| YTD | +23.7% | -50.2% | +73.9% | +32.9% |
| 1Y | +28.7% | -46.8% | +75.5% | +37.1% |
| 3Y | +79.7% | -14.8% | +94.6% | +76.9% |
| 5Y | +69.7% | +17.0% | +52.7% | +57.8% |
| 10Y | +211.4% | +45.3% | +166.1% | +168.8% |
| All | +728.9% | +341.1% | +387.9% | +403.9% |
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