+30.9%
WELL vs IONS
-60.2%
+91.1%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | +0.1% | -29.4% | +29.5% | +1.6% |
| 30D | +7.8% | -35.1% | +42.9% | +10.1% |
| 3M | +10.2% | -48.9% | +59.1% | +14.6% |
| 6M | +16.4% | -62.4% | +78.8% | +23.5% |
| YTD | +35.2% | -64.2% | +99.4% | +43.2% |
| All | +30.9% | -60.2% | +91.1% | +33.4% |
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