+992.6%
WDC vs IONS
+51.6%
+941.0%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +2.5% |
| 7D | +6.0% | -5.3% | +11.3% | +6.9% |
| 30D | +9.9% | +0.3% | +9.7% | +9.7% |
| 3M | -9.4% | -22.9% | +13.5% | -7.2% |
| 6M | +94.7% | -23.4% | +118.1% | +99.7% |
| YTD | +177.4% | -28.3% | +205.7% | +188.3% |
| 1Y | +412.6% | -7.0% | +419.6% | +405.4% |
| 3Y | +1,359.8% | +37.6% | +1,322.2% | +1,167.0% |
| 5Y | +992.6% | +53.4% | +939.2% | +803.7% |
| All | +992.6% | +51.6% | +941.0% | +803.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling