-31.7%
WY vs IONS
-16.3%
-15.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -9.1% | +6.7% | -1.5% |
| 7D | +0.2% | -30.3% | +30.5% | +3.2% |
| 30D | +8.0% | -37.7% | +45.8% | +12.4% |
| 3M | -17.7% | -50.5% | +32.8% | -12.5% |
| 6M | -10.8% | -62.8% | +52.0% | -2.9% |
| YTD | -10.6% | -64.4% | +53.8% | -2.5% |
| 1Y | -5.7% | -59.5% | +53.7% | +1.1% |
| 3Y | -24.8% | -39.2% | +14.4% | -25.8% |
| 5Y | -31.7% | -15.3% | -16.4% | -37.4% |
| All | -31.7% | -16.3% | -15.4% | -37.4% |
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