+629.1%
WY vs IONS
+440.4%
+188.7%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | -1.7% | -4.8% | +3.1% | -1.3% |
| 30D | -10.1% | +7.2% | -17.3% | -10.7% |
| 3M | -5.1% | -22.7% | +17.5% | -3.4% |
| 6M | -4.8% | -26.9% | +22.1% | -2.6% |
| YTD | -0.2% | -26.6% | +26.3% | +1.8% |
| 1Y | -6.6% | -2.1% | -4.5% | -7.3% |
| 3Y | -22.7% | +43.4% | -66.2% | -27.3% |
| 5Y | -22.2% | +47.0% | -69.2% | -27.8% |
| 10Y | +7.3% | +97.2% | -89.9% | -5.1% |
| All | +629.1% | +440.4% | +188.7% | +420.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling