+618.0%
WING vs IONS
-32.1%
+650.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.4% | -6.7% | -1.4% |
| 7D | -2.7% | -26.3% | +23.6% | +2.0% |
| 30D | +29.3% | -31.9% | +61.2% | +37.5% |
| 3M | +39.9% | -48.0% | +87.9% | +56.9% |
| 6M | +32.4% | -62.6% | +95.0% | +56.6% |
| YTD | -32.9% | -63.3% | +30.3% | -20.6% |
| 1Y | -31.9% | -58.4% | +26.5% | -21.4% |
| 3Y | -24.9% | -38.2% | +13.3% | -23.3% |
| 5Y | -0.7% | -11.1% | +10.4% | -8.3% |
| All | +618.0% | -32.1% | +650.1% | +590.3% |
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 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