-31.2%
IONS vs WCC
+460.5%
-491.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +0.1% | -9.1% | -9.1% |
| 7D | -30.3% | -9.9% | -20.3% | -29.2% |
| 30D | -37.7% | -13.4% | -24.3% | -36.4% |
| 3M | -50.5% | -13.5% | -37.0% | -49.6% |
| 6M | -62.8% | -10.6% | -52.2% | -62.7% |
| YTD | -64.4% | +30.1% | -94.5% | -67.3% |
| 1Y | -59.5% | +22.3% | -81.8% | -62.4% |
| 3Y | -39.2% | +130.3% | -169.5% | -53.0% |
| 5Y | -15.3% | +144.5% | -159.9% | -38.1% |
| 10Y | -31.2% | +431.8% | -463.0% | -60.6% |
| All | -31.2% | +460.5% | -491.7% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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