+1.5%
WFC vs IONS
-55.7%
+57.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -21.4% | +23.2% | +2.4% |
| 7D | +0.1% | -24.8% | +25.0% | +0.9% |
| 30D | +2.9% | -31.5% | +34.5% | +4.2% |
| 3M | -1.4% | -45.2% | +43.8% | +0.9% |
| 6M | +14.3% | -59.1% | +73.4% | +16.6% |
| YTD | -6.2% | -60.8% | +54.6% | -4.2% |
| All | +1.5% | -55.7% | +57.3% | +0.3% |
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 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