+194.7%
WELL vs IONS
-16.4%
+211.1%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | +4.4% | -9.4% | +13.9% | +4.8% |
| 30D | +10.8% | -10.7% | +21.5% | +11.3% |
| 3M | +4.2% | -27.7% | +31.9% | +5.5% |
| 6M | +14.0% | -48.7% | +62.7% | +17.0% |
| YTD | +33.4% | -50.2% | +83.6% | +36.9% |
| 1Y | +32.4% | -46.8% | +79.2% | +35.6% |
| 3Y | +194.7% | -14.8% | +209.6% | +194.8% |
| All | +194.7% | -16.4% | +211.1% | +194.8% |
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 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