-5.1%
WYNN vs IONS
+87.6%
-92.8%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.6% | +1.8% | -0.3% |
| 7D | -4.2% | -6.7% | +2.5% | -2.8% |
| 30D | -14.6% | -4.1% | -10.5% | -14.0% |
| 3M | -18.4% | -26.6% | +8.2% | -14.2% |
| 6M | -11.9% | -27.5% | +15.6% | -7.3% |
| YTD | -26.6% | -31.5% | +4.9% | -21.9% |
| 1Y | -28.5% | -15.3% | -13.2% | -27.7% |
| 3Y | -5.1% | +31.3% | -36.4% | -17.5% |
| 5Y | -10.5% | +50.2% | -60.7% | -27.8% |
| All | -5.1% | +87.6% | -92.8% | -21.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling