-22.3%
WY vs IONS
+39.5%
-61.8%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.4% | +0.9% | -1.3% |
| 7D | -2.1% | -5.3% | +3.2% | -1.8% |
| 30D | -10.5% | +0.3% | -10.7% | -10.5% |
| 3M | -4.9% | -22.9% | +18.0% | -3.8% |
| 6M | -4.9% | -23.4% | +18.5% | -3.9% |
| YTD | -1.7% | -28.3% | +26.6% | -0.2% |
| 1Y | -9.4% | -7.0% | -2.3% | -9.9% |
| 3Y | -22.3% | +37.6% | -59.9% | -28.6% |
| All | -22.3% | +39.5% | -61.8% | -28.6% |
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 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