+4,103.0%
WAB vs IONS
+225.1%
+3,877.9%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.6% | +0.2% | +1.6% |
| 7D | +1.4% | -9.4% | +10.8% | +2.6% |
| 30D | +0.4% | -10.7% | +11.1% | +1.7% |
| 3M | -3.8% | -27.7% | +23.8% | -0.3% |
| 6M | +5.1% | -48.7% | +53.8% | +12.9% |
| YTD | +33.3% | -50.2% | +83.5% | +43.7% |
| 1Y | +39.8% | -46.8% | +86.6% | +49.4% |
| 3Y | +161.1% | -14.8% | +175.9% | +157.5% |
| 5Y | +209.5% | +17.0% | +192.4% | +188.5% |
| 10Y | +293.8% | +45.3% | +248.5% | +243.2% |
| All | +4,103.0% | +225.1% | +3,877.9% | +2,331.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling