+113.2%
WDC vs IONS
-44.5%
+157.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.8% | -0.7% | -6.1% | -6.7% |
| 7D | -18.3% | -10.6% | -7.7% | -17.3% |
| 30D | -26.7% | -7.7% | -19.0% | -25.9% |
| 3M | -40.9% | -27.1% | -13.9% | -39.8% |
| 6M | -26.8% | -46.8% | +20.0% | -27.3% |
| YTD | +88.2% | -49.2% | +137.4% | +89.2% |
| 1Y | +113.2% | -44.9% | +158.1% | +109.8% |
| All | +113.2% | -44.5% | +157.7% | +109.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling