+375.5%
WING vs IONS
+84.6%
+290.9%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.3% |
| 7D | -2.3% | -8.7% | +6.4% | -0.6% |
| 30D | -5.6% | -1.6% | -4.0% | -5.3% |
| 3M | -22.9% | -24.9% | +2.0% | -19.6% |
| 6M | -50.4% | -25.7% | -24.8% | -48.2% |
| YTD | -53.3% | -29.2% | -24.1% | -50.9% |
| 1Y | -61.2% | -13.0% | -48.2% | -60.9% |
| 3Y | -30.1% | +35.9% | -66.0% | -37.9% |
| 5Y | -35.0% | +54.5% | -89.5% | -45.0% |
| 10Y | +375.5% | +93.1% | +282.4% | +300.7% |
| All | +375.5% | +84.6% | +290.9% | +300.7% |
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 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