+318.8%
WCN vs IONS
-29.6%
+348.4%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.5% | +0.1% | +0.5% |
| 7D | +0.4% | -29.4% | +29.9% | +2.9% |
| 30D | +25.3% | -35.1% | +60.4% | +29.2% |
| 3M | +15.4% | -48.9% | +64.3% | +21.1% |
| 6M | +27.8% | -62.4% | +90.3% | +37.0% |
| YTD | +10.6% | -64.2% | +74.7% | +18.8% |
| 1Y | +15.8% | -60.9% | +76.7% | +23.5% |
| 3Y | +50.3% | -38.9% | +89.2% | +51.5% |
| 5Y | +46.9% | -15.6% | +62.5% | +40.7% |
| 10Y | +318.8% | -33.5% | +352.2% | +312.4% |
| All | +318.8% | -29.6% | +348.4% | +312.4% |
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