+7.6%
WOLF vs IONS
-38.2%
+45.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +16.8% | +1.6% | +15.2% | +16.2% |
| 7D | +8.2% | -9.4% | +17.7% | +12.2% |
| 30D | -24.2% | -10.7% | -13.4% | -20.8% |
| 3M | -13.8% | -27.7% | +13.9% | -4.0% |
| 6M | -44.8% | -48.7% | +3.9% | -36.4% |
| YTD | +36.6% | -50.2% | +86.8% | +60.8% |
| 1Y | +27.6% | -46.8% | +74.4% | +47.2% |
| All | +7.6% | -38.2% | +45.8% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling