+473.8%
WELL vs IONS
-27.6%
+501.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.1% | +9.5% | +1.6% |
| 7D | +3.0% | -30.3% | +33.3% | +7.3% |
| 30D | +10.2% | -37.7% | +48.0% | +16.3% |
| 3M | +6.1% | -50.5% | +56.6% | +15.1% |
| 6M | +16.6% | -62.8% | +79.4% | +30.5% |
| YTD | +35.3% | -64.4% | +99.7% | +52.0% |
| 1Y | +31.5% | -59.5% | +90.9% | +45.0% |
| 3Y | +206.5% | -39.2% | +245.7% | +211.0% |
| 5Y | +222.0% | -15.3% | +237.3% | +199.6% |
| 10Y | +473.8% | -31.2% | +505.0% | +451.8% |
| All | +473.8% | -27.6% | +501.4% | +451.8% |
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