-24.7%
WING vs IONS
-36.9%
+12.1%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.5% | -0.7% |
| 7D | -2.5% | -26.3% | +23.8% | 0.0% |
| 30D | +29.5% | -31.9% | +61.5% | +34.2% |
| 3M | +40.2% | -48.0% | +88.2% | +50.3% |
| 6M | +32.7% | -62.6% | +95.3% | +46.5% |
| YTD | -32.8% | -63.3% | +30.5% | -25.8% |
| 1Y | -31.7% | -58.4% | +26.7% | -25.6% |
| 3Y | -24.7% | -38.2% | +13.5% | -27.5% |
| All | -24.7% | -36.9% | +12.1% | -27.5% |
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