+225.9%
WELL vs IONS
-11.8%
+237.8%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +6.4% | -6.6% | -0.6% |
| 7D | +0.1% | -26.3% | +26.4% | +1.9% |
| 30D | +5.7% | -31.9% | +37.6% | +8.0% |
| 3M | +4.6% | -48.0% | +52.6% | +8.9% |
| 6M | +11.9% | -62.6% | +74.4% | +18.9% |
| YTD | +33.6% | -63.3% | +96.9% | +42.0% |
| 1Y | +29.8% | -58.4% | +88.2% | +36.7% |
| 3Y | +202.2% | -38.2% | +240.4% | +204.6% |
| All | +225.9% | -11.8% | +237.8% | +211.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling