+12.0%
WBD vs IONS
+92.6%
-80.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.2% |
| 7D | -0.6% | -4.3% | +3.7% | +0.2% |
| 30D | +4.2% | +0.4% | +3.8% | +4.0% |
| 3M | +7.5% | -24.1% | +31.6% | +11.6% |
| 6M | +1.6% | -26.4% | +28.0% | +5.9% |
| YTD | -2.2% | -29.7% | +27.5% | +2.6% |
| 1Y | +124.9% | -13.0% | +137.9% | +125.6% |
| 3Y | +149.1% | +35.0% | +114.1% | +120.3% |
| 5Y | +7.8% | +54.2% | -46.4% | -8.3% |
| All | +12.0% | +92.6% | -80.6% | -3.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling