-19.8%
WING vs IONS
-16.4%
-3.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.7% |
| 7D | +9.0% | -9.4% | +18.5% | +10.4% |
| 30D | +39.9% | -10.7% | +50.7% | +41.9% |
| 3M | +40.4% | -27.7% | +68.1% | +46.4% |
| 6M | +12.9% | -48.7% | +61.6% | +21.3% |
| YTD | -31.1% | -50.2% | +19.1% | -25.8% |
| 1Y | -32.7% | -46.8% | +14.1% | -28.1% |
| 3Y | -19.8% | -14.8% | -5.0% | -24.5% |
| All | -19.8% | -16.4% | -3.4% | -24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling