+83.9%
IONS vs WCC
+509.2%
-425.3%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.5% | -4.9% | -2.9% |
| 7D | -5.3% | +8.5% | -13.8% | -7.0% |
| 30D | +0.3% | -1.0% | +1.2% | +0.3% |
| 3M | -22.9% | +2.1% | -25.0% | -24.0% |
| 6M | -23.4% | +36.8% | -60.2% | -30.0% |
| YTD | -28.3% | +47.7% | -76.0% | -35.8% |
| 1Y | -7.0% | +66.5% | -73.5% | -19.5% |
| 3Y | +37.6% | +134.2% | -96.5% | +5.3% |
| 5Y | +53.4% | +231.6% | -178.2% | +2.9% |
| 10Y | +83.9% | +508.1% | -424.2% | -15.6% |
| All | +83.9% | +509.2% | -425.3% | -15.6% |
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