-48.7%
IONS vs WCC
-17.8%
-30.9%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +1.6% |
| 7D | -9.4% | -14.7% | +5.3% | -9.8% |
| 30D | -10.7% | -20.1% | +9.3% | -11.7% |
| 3M | -27.7% | -21.2% | -6.5% | -28.7% |
| 6M | -48.7% | -19.2% | -29.5% | -47.3% |
| All | -48.7% | -17.8% | -30.9% | -47.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling