+6,581.2%
WCN vs IONS
+297.2%
+6,284.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | -0.6% | -4.8% | +4.2% | -0.3% |
| 30D | +0.4% | +7.2% | -6.8% | -0.1% |
| 3M | +7.3% | -22.7% | +30.0% | +8.9% |
| 6M | -2.5% | -26.9% | +24.4% | -0.7% |
| YTD | -5.4% | -26.6% | +21.2% | -3.7% |
| 1Y | -8.5% | -2.1% | -6.3% | -8.9% |
| 3Y | +20.8% | +43.4% | -22.6% | +15.1% |
| 5Y | +30.0% | +47.0% | -17.0% | +22.2% |
| 10Y | +238.4% | +97.2% | +141.2% | +201.6% |
| All | +6,581.2% | +297.2% | +6,284.0% | +5,437.1% |
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