+23.4%
WOLF vs IONS
-12.1%
+35.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.2% | -4.3% | -5.1% |
| 7D | +2.4% | -8.7% | +11.0% | +5.4% |
| 30D | -6.9% | -1.6% | -5.3% | -6.6% |
| 3M | -44.1% | -24.9% | -19.2% | -44.2% |
| 6M | +53.6% | -25.7% | +79.3% | +54.0% |
| YTD | +56.7% | -29.2% | +85.9% | +63.8% |
| All | +23.4% | -12.1% | +35.6% | +2.4% |
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