+19,588.0%
WDC vs IONS
+188.4%
+19,399.6%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | -21.4% | +31.2% | +13.5% |
| 7D | -14.4% | -24.8% | +10.4% | -10.8% |
| 30D | -27.1% | -31.5% | +4.5% | -22.7% |
| 3M | -33.3% | -45.2% | +11.9% | -26.8% |
| 6M | -39.6% | -59.1% | +19.5% | -31.3% |
| YTD | +68.4% | -60.8% | +129.2% | +93.0% |
| 1Y | +78.2% | -57.9% | +136.0% | +101.4% |
| 3Y | +772.0% | -34.5% | +806.5% | +790.4% |
| 5Y | +584.9% | -8.8% | +593.7% | +544.8% |
| 10Y | +653.4% | -19.2% | +672.7% | +588.9% |
| All | +19,588.0% | +188.4% | +19,399.6% | +8,443.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling