+264.5%
WMB vs IONS
+17.3%
+247.2%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | -13.8% | -9.4% | -4.4% | -12.7% |
| 30D | -10.3% | -10.7% | +0.4% | -9.1% |
| 3M | -10.1% | -27.7% | +17.6% | -6.6% |
| 6M | -11.8% | -48.7% | +36.9% | -4.9% |
| YTD | +8.9% | -50.2% | +59.1% | +17.6% |
| 1Y | +14.0% | -46.8% | +60.8% | +21.8% |
| 3Y | +100.5% | -14.8% | +115.4% | +95.1% |
| 5Y | +179.5% | +17.0% | +162.5% | +150.4% |
| All | +264.5% | +17.3% | +247.2% | +226.2% |
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