+259.9%
WMB vs IONS
-5.7%
+265.5%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -21.4% | +25.1% | +6.3% |
| 7D | -6.7% | -24.8% | +18.2% | -3.8% |
| 30D | -8.6% | -31.5% | +23.0% | -4.7% |
| 3M | -4.9% | -45.2% | +40.3% | +1.7% |
| 6M | -6.3% | -59.1% | +52.8% | +3.4% |
| YTD | +13.0% | -60.8% | +73.8% | +25.0% |
| 1Y | +14.9% | -57.9% | +72.8% | +25.8% |
| 3Y | +113.4% | -34.5% | +147.8% | +113.5% |
| 5Y | +190.2% | -8.8% | +199.0% | +166.5% |
| 10Y | +259.9% | -19.2% | +279.1% | +241.4% |
| All | +259.9% | -5.7% | +265.5% | +241.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling