+653.4%
WDC vs IONS
-5.7%
+659.1%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -21.4% | +31.2% | +14.4% |
| 7D | -14.4% | -24.8% | +10.4% | -9.9% |
| 30D | -27.1% | -31.5% | +4.5% | -21.4% |
| 3M | -33.3% | -45.2% | +11.9% | -24.8% |
| 6M | -39.6% | -59.1% | +19.5% | -28.8% |
| YTD | +68.4% | -60.8% | +129.2% | +100.6% |
| 1Y | +78.2% | -57.9% | +136.0% | +108.2% |
| 3Y | +772.0% | -34.5% | +806.5% | +776.6% |
| 5Y | +584.9% | -8.8% | +593.7% | +507.0% |
| 10Y | +653.4% | -19.2% | +672.7% | +622.4% |
| All | +653.4% | -5.7% | +659.1% | +622.4% |
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