+127.7%
WBD vs IONS
-8.4%
+136.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.8% |
| 7D | -1.7% | -8.7% | +7.0% | -1.9% |
| 30D | +3.9% | -1.6% | +5.5% | +3.9% |
| 3M | +5.1% | -24.9% | +30.0% | +3.9% |
| 6M | +0.6% | -25.7% | +26.2% | -0.6% |
| YTD | -3.2% | -29.2% | +26.0% | -3.8% |
| 1Y | +127.7% | -13.0% | +140.7% | +164.4% |
| All | +127.7% | -8.4% | +136.0% | +164.4% |
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