+46.9%
WCN vs IONS
-11.1%
+58.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -21.4% | +21.9% | +1.5% |
| 7D | +1.2% | -24.8% | +26.0% | +2.4% |
| 30D | +24.6% | -31.5% | +56.1% | +26.6% |
| 3M | +14.2% | -45.2% | +59.4% | +17.2% |
| 6M | +25.7% | -59.1% | +84.7% | +30.7% |
| YTD | +9.3% | -60.8% | +70.1% | +13.8% |
| 1Y | +15.3% | -57.9% | +73.2% | +19.6% |
| 3Y | +48.6% | -34.5% | +83.1% | +48.6% |
| 5Y | +46.9% | -8.8% | +55.7% | +41.6% |
| All | +46.9% | -11.1% | +58.1% | +41.6% |
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