-0.9%
WBD vs IONS
+124.7%
-125.6%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.1% |
| 7D | +0.5% | +0.6% | -0.1% | +0.4% |
| 30D | -1.6% | +1.0% | -2.6% | -1.9% |
| 3M | -0.9% | -12.5% | +11.6% | +2.3% |
| 6M | +19.6% | +2.9% | +16.6% | +17.8% |
| YTD | -5.9% | -4.3% | -1.6% | -5.3% |
| 1Y | +200.9% | +131.2% | +69.7% | +125.9% |
| 3Y | +101.4% | +115.2% | -13.8% | +43.7% |
| All | -0.9% | +124.7% | -125.6% | -31.3% |
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