+200.2%
WAB vs IONS
+17.1%
+183.1%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | +1.4% | -9.4% | +10.8% | +2.7% |
| 30D | +0.4% | -10.7% | +11.1% | +1.8% |
| 3M | -3.8% | -27.7% | +23.8% | 0.0% |
| 6M | +5.1% | -48.7% | +53.8% | +13.3% |
| YTD | +33.3% | -50.2% | +83.5% | +44.2% |
| 1Y | +39.8% | -46.8% | +86.6% | +49.7% |
| 3Y | +161.1% | -14.8% | +175.9% | +152.8% |
| All | +200.2% | +17.1% | +183.1% | +174.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling