-27.7%
WU vs IONS
+39.5%
-67.3%
-43.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -2.3% |
| 7D | -0.8% | -5.3% | +4.4% | -0.4% |
| 30D | -1.1% | +0.3% | -1.4% | -1.2% |
| 3M | -1.8% | -22.9% | +21.1% | -0.4% |
| 6M | -23.9% | -23.4% | -0.5% | -22.9% |
| YTD | -20.4% | -28.3% | +7.9% | -18.9% |
| 1Y | -10.6% | -7.0% | -3.5% | -11.2% |
| 3Y | -27.7% | +37.6% | -65.4% | -32.8% |
| All | -27.7% | +39.5% | -67.3% | -32.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling