+36.5%
WOLF vs IONS
-60.0%
+96.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | +6.4% | -12.7% | -7.5% |
| 7D | +4.4% | -26.3% | +30.7% | +10.0% |
| 30D | +1.0% | -31.9% | +33.0% | +10.0% |
| 3M | -21.2% | -48.0% | +26.8% | -6.9% |
| 6M | -60.3% | -62.6% | +2.2% | -52.1% |
| YTD | +42.6% | -63.3% | +105.9% | +74.9% |
| 1Y | +36.5% | -58.4% | +94.9% | +59.4% |
| All | +36.5% | -60.0% | +96.5% | +59.4% |
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