+654.1%
WING vs IONS
-41.5%
+695.6%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -1.7% |
| 7D | +9.0% | -9.4% | +18.5% | +10.6% |
| 30D | +39.9% | -10.7% | +50.7% | +42.3% |
| 3M | +40.4% | -27.7% | +68.1% | +47.5% |
| 6M | +12.9% | -48.7% | +61.6% | +23.9% |
| YTD | -31.1% | -50.2% | +19.1% | -24.2% |
| 1Y | -32.7% | -46.8% | +14.1% | -26.8% |
| 3Y | -19.8% | -14.8% | -5.0% | -21.3% |
| 5Y | +4.0% | +17.0% | -13.0% | -4.1% |
| 10Y | +684.4% | +45.3% | +639.1% | +613.1% |
| All | +654.1% | -41.5% | +695.6% | +610.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling