+202.7%
WELL vs IONS
-40.7%
+243.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.6% | +2.6% | -0.8% |
| 7D | +0.1% | -29.6% | +29.8% | +1.3% |
| 30D | +6.8% | -35.6% | +42.4% | +8.4% |
| 3M | +6.7% | -51.7% | +58.4% | +9.7% |
| 6M | +13.8% | -64.0% | +77.8% | +18.3% |
| YTD | +33.8% | -65.5% | +99.3% | +39.3% |
| 1Y | +29.6% | -62.4% | +92.0% | +34.5% |
| All | +202.7% | -40.7% | +243.4% | +204.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling