+528.7%
WDC vs IONS
+17.1%
+511.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.6% | -3.0% | -1.7% |
| 7D | -28.0% | -9.4% | -18.5% | -26.6% |
| 30D | -34.9% | -10.7% | -24.2% | -33.5% |
| 3M | -41.6% | -27.7% | -13.9% | -38.4% |
| 6M | -45.4% | -48.7% | +3.3% | -39.9% |
| YTD | +53.3% | -50.2% | +103.5% | +69.6% |
| 1Y | +61.5% | -46.8% | +108.3% | +76.3% |
| 3Y | +712.3% | -14.8% | +727.2% | +667.2% |
| All | +528.7% | +17.1% | +511.6% | +454.3% |
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