+64.7%
WEC vs IONS
-36.9%
+101.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.4% | -5.5% | +0.8% |
| 7D | +2.3% | -26.3% | +28.6% | +2.7% |
| 30D | +11.1% | -31.9% | +43.0% | +11.6% |
| 3M | +8.4% | -48.0% | +56.4% | +9.5% |
| 6M | +7.5% | -62.6% | +70.1% | +9.1% |
| YTD | +15.3% | -63.3% | +78.6% | +17.0% |
| 1Y | +9.7% | -58.4% | +68.1% | +11.3% |
| 3Y | +64.7% | -38.2% | +102.9% | +64.9% |
| All | +64.7% | -36.9% | +101.5% | +64.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling