-24.8%
WY vs IONS
-40.7%
+15.9%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -9.1% | +6.7% | -2.0% |
| 7D | +0.2% | -30.3% | +30.5% | +1.5% |
| 30D | +8.0% | -37.7% | +45.8% | +9.9% |
| 3M | -17.7% | -50.5% | +32.8% | -15.3% |
| 6M | -10.8% | -62.8% | +52.0% | -7.1% |
| YTD | -10.6% | -64.4% | +53.8% | -6.8% |
| 1Y | -5.7% | -59.5% | +53.7% | -2.7% |
| 3Y | -24.8% | -39.2% | +14.4% | -29.5% |
| All | -24.8% | -40.7% | +15.9% | -29.5% |
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 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