+4,319.4%
WAB vs IONS
+155.7%
+4,163.8%
-71.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -21.4% | +26.5% | +7.7% |
| 7D | +4.0% | -24.8% | +28.8% | +7.1% |
| 30D | +4.5% | -31.5% | +36.0% | +8.8% |
| 3M | +2.3% | -45.2% | +47.5% | +9.2% |
| 6M | +12.5% | -59.1% | +71.5% | +23.6% |
| YTD | +40.2% | -60.8% | +101.0% | +54.8% |
| 1Y | +45.2% | -57.9% | +103.1% | +58.8% |
| 3Y | +171.8% | -34.5% | +206.3% | +175.5% |
| 5Y | +217.6% | -8.8% | +226.4% | +203.7% |
| 10Y | +285.3% | -19.2% | +304.5% | +258.8% |
| All | +4,319.4% | +155.7% | +4,163.8% | +2,519.9% |
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