+3,480.0%
WEC vs IONS
+440.4%
+3,039.6%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -0.3% | -4.8% | +4.6% | -0.1% |
| 30D | -1.3% | +7.2% | -8.5% | -1.6% |
| 3M | -3.9% | -22.7% | +18.8% | -3.2% |
| 6M | -8.3% | -26.9% | +18.6% | -7.4% |
| YTD | +3.1% | -26.6% | +29.6% | +4.0% |
| 1Y | +1.9% | -2.1% | +4.1% | +1.7% |
| 3Y | +41.9% | +43.4% | -1.5% | +38.5% |
| 5Y | +30.8% | +47.0% | -16.2% | +26.7% |
| 10Y | +141.9% | +97.2% | +44.7% | +127.9% |
| All | +3,480.0% | +440.4% | +3,039.6% | +2,871.8% |
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