-34.8%
WING vs IONS
+47.7%
-82.5%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.1% | -0.9% | -1.0% |
| 7D | -3.9% | -4.8% | +1.0% | -2.9% |
| 30D | -11.6% | +7.2% | -18.8% | -12.8% |
| 3M | -24.2% | -22.7% | -1.5% | -21.1% |
| 6M | -54.1% | -26.9% | -27.2% | -51.7% |
| YTD | -53.9% | -26.6% | -27.3% | -51.6% |
| 1Y | -64.4% | -2.1% | -62.2% | -65.0% |
| 3Y | -30.2% | +43.4% | -73.6% | -41.4% |
| All | -34.8% | +47.7% | -82.5% | -50.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling