+66.3%
WDC vs IONS
-59.8%
+126.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -9.1% | +8.9% | +0.1% |
| 7D | -16.7% | -30.3% | +13.5% | -15.4% |
| 30D | -27.2% | -37.7% | +10.5% | -25.1% |
| 3M | -34.0% | -50.5% | +16.5% | -31.3% |
| 6M | -39.7% | -62.8% | +23.1% | -39.1% |
| YTD | +68.1% | -64.4% | +132.4% | +71.5% |
| 1Y | +66.3% | -59.5% | +125.8% | +56.7% |
| All | +66.3% | -59.8% | +126.1% | +56.7% |
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