+30.2%
WAT vs IONS
-7.3%
+37.6%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.4% | +0.8% | -1.3% |
| 7D | -0.7% | -5.3% | +4.6% | -0.2% |
| 30D | -1.0% | +0.3% | -1.2% | -1.0% |
| 3M | +10.9% | -22.9% | +33.8% | +10.3% |
| 6M | +33.2% | -23.4% | +56.6% | +32.7% |
| YTD | +6.1% | -28.3% | +34.4% | +8.1% |
| 1Y | +30.2% | -7.0% | +37.3% | +32.4% |
| All | +30.2% | -7.3% | +37.6% | +32.4% |
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