+699.8%
WING vs IONS
-27.6%
+727.5%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -9.1% | +4.9% | -2.5% |
| 7D | +5.0% | -30.3% | +35.2% | +11.3% |
| 30D | +38.7% | -37.7% | +76.4% | +50.2% |
| 3M | +44.7% | -50.5% | +95.2% | +64.0% |
| 6M | +31.5% | -62.8% | +94.3% | +55.7% |
| YTD | -28.4% | -64.4% | +35.9% | -14.7% |
| 1Y | -28.2% | -59.5% | +31.3% | -16.6% |
| 3Y | -18.4% | -39.2% | +20.8% | -16.4% |
| 5Y | +5.2% | -15.3% | +20.6% | -1.9% |
| 10Y | +699.8% | -31.2% | +731.0% | +660.0% |
| All | +699.8% | -27.6% | +727.5% | +660.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling