+455.3%
WELL vs IONS
-5.7%
+461.0%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -21.4% | +22.3% | +3.6% |
| 7D | +3.5% | -24.8% | +28.3% | +6.8% |
| 30D | +9.7% | -31.5% | +41.2% | +14.4% |
| 3M | +4.8% | -45.2% | +50.0% | +12.3% |
| 6M | +16.1% | -59.1% | +75.1% | +28.3% |
| YTD | +34.7% | -60.8% | +95.5% | +49.4% |
| 1Y | +31.9% | -57.9% | +89.8% | +44.8% |
| 3Y | +209.9% | -34.5% | +244.3% | +212.0% |
| 5Y | +226.5% | -8.8% | +235.4% | +201.9% |
| 10Y | +455.3% | -19.2% | +474.5% | +432.0% |
| All | +455.3% | -5.7% | +461.0% | +432.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling