+88.5%
WDC vs IONS
-60.0%
+148.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +6.4% | -11.4% | -5.2% |
| 7D | +12.1% | -26.3% | +38.4% | +13.2% |
| 30D | -18.8% | -31.9% | +13.1% | -16.9% |
| 3M | -39.3% | -48.0% | +8.7% | -37.0% |
| 6M | -40.1% | -62.6% | +22.4% | -38.9% |
| YTD | +71.8% | -63.3% | +135.1% | +74.1% |
| 1Y | +88.5% | -58.4% | +146.9% | +82.6% |
| All | +88.5% | -60.0% | +148.4% | +82.6% |
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 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