-40.7%
WU vs IONS
+92.6%
-133.3%
-64.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | -0.1% | -0.7% |
| 7D | -5.0% | -4.3% | -0.7% | -4.5% |
| 30D | -2.3% | +0.4% | -2.7% | -2.4% |
| 3M | -3.2% | -24.1% | +20.9% | -1.1% |
| 6M | -25.0% | -26.4% | +1.4% | -23.2% |
| YTD | -21.7% | -29.7% | +8.0% | -19.5% |
| 1Y | -9.0% | -13.0% | +4.1% | -8.6% |
| 3Y | -28.9% | +35.0% | -63.9% | -33.5% |
| 5Y | -51.0% | +54.2% | -105.2% | -55.5% |
| All | -40.7% | +92.6% | -133.3% | -46.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling