+148.4%
WBD vs IONS
+39.5%
+108.9%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.1% |
| 7D | -0.7% | -5.3% | +4.6% | 0.0% |
| 30D | +5.0% | +0.3% | +4.7% | +4.9% |
| 3M | +6.2% | -22.9% | +29.1% | +8.9% |
| 6M | +0.6% | -23.4% | +24.0% | +3.1% |
| YTD | -2.4% | -28.3% | +25.9% | +1.0% |
| 1Y | +127.7% | -7.0% | +134.7% | +123.2% |
| 3Y | +148.4% | +37.6% | +110.8% | +109.6% |
| All | +148.4% | +39.5% | +108.9% | +109.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling