+717.4%
WING vs IONS
-54.0%
+771.4%
-76.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -21.4% | +29.8% | +11.5% |
| 7D | +8.6% | -24.8% | +33.4% | +12.4% |
| 30D | +44.8% | -31.5% | +76.3% | +52.0% |
| 3M | +51.9% | -45.2% | +97.1% | +65.1% |
| 6M | +37.2% | -59.1% | +96.3% | +54.5% |
| YTD | -25.3% | -60.8% | +35.5% | -15.5% |
| 1Y | -25.1% | -57.9% | +32.8% | -16.2% |
| 3Y | -12.9% | -34.5% | +21.6% | -11.8% |
| 5Y | +12.0% | -8.8% | +20.8% | +6.4% |
| 10Y | +716.5% | -19.2% | +735.7% | +678.1% |
| All | +717.4% | -54.0% | +771.4% | +691.8% |
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