+28.3%
WOLF vs IONS
-8.9%
+37.2%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -0.1% | +5.7% | +5.6% |
| 7D | +9.7% | -4.8% | +14.5% | +11.4% |
| 30D | +12.5% | +7.2% | +5.3% | +9.8% |
| 3M | -57.7% | -22.7% | -35.0% | -58.1% |
| 6M | +37.7% | -26.9% | +64.6% | +41.5% |
| YTD | +62.8% | -26.6% | +89.4% | +68.2% |
| All | +28.3% | -8.9% | +37.2% | +5.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling