+1,176.3%
WYNN vs IONS
+497.7%
+678.5%
-90.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.7% | -1.3% | -1.9% |
| 7D | -3.4% | -4.3% | +0.8% | -2.6% |
| 30D | -15.4% | +0.4% | -15.8% | -15.6% |
| 3M | -15.8% | -24.1% | +8.3% | -12.1% |
| 6M | -13.5% | -26.4% | +13.0% | -9.2% |
| YTD | -26.0% | -29.7% | +3.7% | -21.8% |
| 1Y | -27.4% | -13.0% | -14.3% | -26.8% |
| 3Y | -3.7% | +35.0% | -38.8% | -15.3% |
| 5Y | -9.8% | +54.2% | -64.0% | -25.0% |
| 10Y | +1.1% | +91.8% | -90.7% | -25.0% |
| All | +1,176.3% | +497.7% | +678.5% | +511.9% |
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