+4.2%
WBD vs IONS
+52.5%
-48.3%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.5% |
| 7D | -1.7% | -8.7% | +7.0% | +0.3% |
| 30D | +3.9% | -1.6% | +5.5% | +4.1% |
| 3M | +5.1% | -24.9% | +30.0% | +10.1% |
| 6M | +0.6% | -25.7% | +26.2% | +5.5% |
| YTD | -3.2% | -29.2% | +26.0% | +2.5% |
| 1Y | +127.7% | -13.0% | +140.7% | +127.1% |
| 3Y | +146.6% | +35.9% | +110.6% | +101.6% |
| 5Y | +4.2% | +54.5% | -50.3% | -21.6% |
| All | +4.2% | +52.5% | -48.3% | -21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling