+31,649.5%
WDC vs IONS
+440.4%
+31,209.2%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -0.1% | +5.9% | +5.9% |
| 7D | +1.7% | -4.8% | +6.6% | +2.6% |
| 30D | -10.0% | +7.2% | -17.2% | -11.2% |
| 3M | -18.8% | -22.7% | +3.9% | -16.4% |
| 6M | +79.0% | -26.9% | +105.9% | +86.0% |
| YTD | +171.6% | -26.6% | +198.1% | +182.0% |
| 1Y | +417.4% | -2.1% | +419.5% | +410.0% |
| 3Y | +1,251.8% | +43.4% | +1,208.4% | +1,112.4% |
| 5Y | +911.7% | +47.0% | +864.7% | +782.0% |
| 10Y | +1,399.6% | +97.2% | +1,302.5% | +1,081.2% |
| All | +31,649.5% | +440.4% | +31,209.2% | +12,380.4% |
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