+284.8%
WAB vs IONS
+88.4%
+196.4%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.4% | +2.9% | +1.0% |
| 7D | +1.7% | -5.3% | +7.0% | +2.5% |
| 30D | -2.4% | +0.3% | -2.7% | -2.6% |
| 3M | +9.7% | -22.9% | +32.6% | +13.3% |
| 6M | +16.5% | -23.4% | +39.9% | +20.4% |
| YTD | +33.7% | -28.3% | +62.0% | +39.6% |
| 1Y | +49.7% | -7.0% | +56.7% | +49.1% |
| 3Y | +170.9% | +37.6% | +133.3% | +142.2% |
| 5Y | +228.0% | +53.4% | +174.7% | +178.9% |
| 10Y | +284.8% | +83.9% | +200.9% | +202.3% |
| All | +284.8% | +88.4% | +196.4% | +202.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling