-61.2%
WING vs IONS
-8.4%
-52.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.2% |
| 7D | -2.3% | -8.7% | +6.4% | -1.2% |
| 30D | -5.6% | -1.6% | -4.0% | -5.4% |
| 3M | -22.9% | -24.9% | +2.0% | -21.6% |
| 6M | -50.4% | -25.7% | -24.8% | -49.4% |
| YTD | -53.3% | -29.2% | -24.1% | -52.3% |
| 1Y | -61.2% | -13.0% | -48.2% | -61.9% |
| All | -61.2% | -8.4% | -52.8% | -61.9% |
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