-20.8%
WU vs IONS
-40.7%
+19.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -9.1% | +10.2% | +1.9% |
| 7D | +11.0% | -30.3% | +41.3% | +14.1% |
| 30D | +13.4% | -37.7% | +51.1% | +17.7% |
| 3M | +2.2% | -50.5% | +52.7% | +8.3% |
| 6M | -18.2% | -62.8% | +44.6% | -11.9% |
| YTD | -18.3% | -64.4% | +46.1% | -11.7% |
| 1Y | -12.2% | -59.5% | +47.3% | -6.4% |
| 3Y | -20.8% | -39.2% | +18.4% | -23.1% |
| All | -20.8% | -40.7% | +19.9% | -23.1% |
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