+26.6%
WAT vs IONS
-55.7%
+82.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -21.4% | +25.5% | +5.8% |
| 7D | +6.0% | -24.8% | +30.9% | +8.3% |
| 30D | +9.9% | -31.5% | +41.4% | +13.6% |
| 3M | +17.2% | -45.2% | +62.4% | +24.0% |
| 6M | +34.2% | -59.1% | +93.3% | +41.8% |
| YTD | +25.5% | -60.8% | +86.3% | +35.5% |
| All | +26.6% | -55.7% | +82.3% | +27.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling