-25.5%
OWL vs IONS
-59.8%
+34.3%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.1% | +9.8% | +1.0% |
| 7D | +1.1% | -30.3% | +31.3% | +2.4% |
| 30D | +10.0% | -37.7% | +47.8% | +12.6% |
| 3M | -8.7% | -50.5% | +41.8% | -4.8% |
| 6M | +3.1% | -62.8% | +65.9% | +7.7% |
| YTD | -25.6% | -64.4% | +38.7% | -22.9% |
| 1Y | -25.5% | -59.5% | +34.0% | -22.9% |
| All | -25.5% | -59.8% | +34.3% | -22.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling