+548.0%
WY vs IONS
+154.0%
+394.0%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.6% | +2.7% | -0.6% |
| 7D | -5.4% | -29.6% | +24.2% | -2.7% |
| 30D | +7.9% | -35.6% | +43.4% | +11.8% |
| 3M | -16.6% | -51.7% | +35.1% | -11.4% |
| 6M | -11.2% | -64.0% | +52.8% | -3.6% |
| YTD | -11.3% | -65.5% | +54.1% | -3.5% |
| 1Y | -5.5% | -62.4% | +56.9% | +1.9% |
| 3Y | -25.4% | -41.1% | +15.7% | -24.1% |
| 5Y | -32.4% | -16.5% | -15.9% | -34.2% |
| 10Y | +3.8% | -35.8% | +39.6% | +1.1% |
| All | +548.0% | +154.0% | +394.0% | +392.5% |
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 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