-51.2%
WU vs IONS
+52.5%
-103.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.7% |
| 7D | -4.9% | -8.7% | +3.7% | -4.2% |
| 30D | -1.3% | -1.6% | +0.3% | -1.2% |
| 3M | -3.6% | -24.9% | +21.3% | -1.8% |
| 6M | -24.3% | -25.7% | +1.3% | -22.9% |
| YTD | -21.1% | -29.2% | +8.1% | -19.3% |
| 1Y | -10.3% | -13.0% | +2.7% | -10.2% |
| 3Y | -28.4% | +35.9% | -64.3% | -33.2% |
| 5Y | -51.2% | +54.5% | -105.7% | -54.6% |
| All | -51.2% | +52.5% | -103.7% | -54.6% |
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