+200.6%
IONS vs WCC
+1,535.5%
-1,334.9%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -21.4% | +8.1% | -29.5% | -23.5% |
| 7D | -24.8% | -5.7% | -19.1% | -24.4% |
| 30D | -31.5% | -13.5% | -18.1% | -29.7% |
| 3M | -45.2% | -12.9% | -32.3% | -44.0% |
| 6M | -59.1% | -10.7% | -48.4% | -59.0% |
| YTD | -60.8% | +30.0% | -90.8% | -64.9% |
| 1Y | -57.9% | +24.7% | -82.6% | -61.9% |
| 3Y | -34.5% | +136.6% | -171.0% | -52.7% |
| 5Y | -8.8% | +143.9% | -152.7% | -38.0% |
| 10Y | -19.2% | +465.9% | -485.2% | -61.5% |
| All | +200.6% | +1,535.5% | -1,334.9% | -18.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling