+14.0%
WMB vs IONS
-47.1%
+61.1%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.3% |
| 7D | -13.8% | -9.4% | -4.4% | -13.8% |
| 30D | -10.3% | -10.7% | +0.4% | -10.3% |
| 3M | -10.1% | -27.7% | +17.6% | -9.8% |
| 6M | -11.8% | -48.7% | +36.9% | -11.3% |
| YTD | +8.9% | -50.2% | +59.1% | +9.6% |
| 1Y | +14.0% | -46.8% | +60.8% | +15.0% |
| All | +14.0% | -47.1% | +61.1% | +15.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling