+3,869.6%
WEC vs IONS
+163.5%
+3,706.1%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | -0.5% | -29.4% | +28.9% | +0.6% |
| 30D | +12.0% | -35.1% | +47.1% | +13.6% |
| 3M | +11.1% | -48.9% | +60.0% | +13.7% |
| 6M | +6.0% | -62.4% | +68.4% | +9.5% |
| YTD | +14.3% | -64.2% | +78.5% | +18.2% |
| 1Y | +8.0% | -60.9% | +68.9% | +11.3% |
| 3Y | +62.8% | -38.9% | +101.7% | +63.9% |
| 5Y | +55.3% | -15.6% | +70.9% | +53.4% |
| 10Y | +193.2% | -33.5% | +226.6% | +187.5% |
| All | +3,869.6% | +163.5% | +3,706.1% | +3,278.3% |
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 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