+726.5%
IWD vs IONS
+550.0%
+176.5%
-60.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -0.3% | -4.8% | +4.6% | +0.3% |
| 30D | +0.6% | +7.2% | -6.6% | -0.3% |
| 3M | +7.2% | -22.7% | +29.9% | +9.8% |
| 6M | +16.2% | -26.9% | +43.1% | +19.7% |
| YTD | +23.3% | -26.6% | +49.9% | +26.8% |
| 1Y | +29.6% | -2.1% | +31.7% | +28.5% |
| 3Y | +70.5% | +43.4% | +27.0% | +57.6% |
| 5Y | +73.5% | +47.0% | +26.5% | +57.0% |
| 10Y | +198.3% | +97.2% | +101.1% | +148.3% |
| All | +726.5% | +550.0% | +176.5% | +380.9% |
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