+282.1%
WBD vs IONS
+1,764.8%
-1,482.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | 0.0% |
| 7D | +0.5% | +0.6% | -0.1% | +0.4% |
| 30D | -1.6% | +1.0% | -2.6% | -1.8% |
| 3M | -0.9% | -12.5% | +11.6% | +1.3% |
| 6M | +19.6% | +2.9% | +16.6% | +18.5% |
| YTD | -5.9% | -4.3% | -1.6% | -5.5% |
| 1Y | +200.9% | +131.2% | +69.7% | +153.2% |
| 3Y | +101.4% | +115.2% | -13.8% | +68.6% |
| 5Y | -27.8% | +107.2% | -135.0% | -40.0% |
| 10Y | -4.1% | +122.6% | -126.7% | -29.7% |
| All | +282.1% | +1,764.8% | -1,482.6% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling