+553.4%
WY vs IONS
+162.2%
+391.1%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +12.3% |
| 3M | -17.7% | -50.5% | +32.8% | -12.7% |
| 6M | -10.8% | -62.8% | +52.0% | -3.4% |
| YTD | -10.6% | -64.4% | +53.8% | -3.0% |
| 1Y | -5.7% | -59.5% | +53.7% | +1.0% |
| 3Y | -24.8% | -39.2% | +14.4% | -23.7% |
| 5Y | -31.7% | -15.3% | -16.4% | -33.6% |
| 10Y | +2.9% | -31.2% | +34.1% | -0.3% |
| All | +553.4% | +162.2% | +391.1% | +395.2% |
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