+322.5%
WCN vs IONS
-32.1%
+354.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +6.4% | -6.4% | -0.5% |
| 7D | +2.6% | -26.3% | +28.9% | +4.8% |
| 30D | +23.9% | -31.9% | +55.9% | +27.3% |
| 3M | +17.4% | -48.0% | +65.4% | +23.1% |
| 6M | +28.0% | -62.6% | +90.6% | +37.3% |
| YTD | +11.6% | -63.3% | +74.8% | +19.7% |
| 1Y | +16.9% | -58.4% | +75.3% | +24.1% |
| 3Y | +51.6% | -38.2% | +89.8% | +52.7% |
| 5Y | +48.0% | -11.1% | +59.1% | +40.9% |
| All | +322.5% | -32.1% | +354.6% | +314.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling