+14,060.8%
WELL vs IONS
+440.4%
+13,620.4%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.0% | -2.0% |
| 7D | -0.8% | -4.8% | +4.1% | -0.5% |
| 30D | -0.1% | +7.2% | -7.3% | -0.6% |
| 3M | +18.0% | -22.7% | +40.7% | +19.6% |
| 6M | +15.0% | -26.9% | +41.9% | +17.0% |
| YTD | +28.6% | -26.6% | +55.2% | +30.7% |
| 1Y | +42.9% | -2.1% | +45.0% | +42.4% |
| 3Y | +203.0% | +43.4% | +159.6% | +190.4% |
| 5Y | +206.9% | +47.0% | +159.9% | +190.6% |
| 10Y | +339.5% | +97.2% | +242.3% | +301.3% |
| All | +14,060.8% | +440.4% | +13,620.4% | +11,575.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling