+660.4%
WDC vs IONS
-27.6%
+688.0%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.9% | +1.7% |
| 7D | -16.7% | -30.3% | +13.5% | -11.0% |
| 30D | -27.2% | -37.7% | +10.5% | -20.1% |
| 3M | -34.0% | -50.5% | +16.5% | -24.1% |
| 6M | -39.7% | -62.8% | +23.1% | -27.5% |
| YTD | +68.1% | -64.4% | +132.4% | +104.2% |
| 1Y | +66.3% | -59.5% | +125.8% | +95.9% |
| 3Y | +754.4% | -39.2% | +793.6% | +771.1% |
| 5Y | +595.8% | -15.3% | +611.1% | +524.5% |
| 10Y | +660.4% | -31.2% | +691.6% | +633.8% |
| All | +660.4% | -27.6% | +688.0% | +633.8% |
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