+17.2%
WMB vs IONS
-59.1%
+76.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.5% | +1.7% | +2.2% |
| 7D | +1.6% | -29.4% | +31.0% | +0.9% |
| 30D | -7.1% | -35.1% | +28.0% | -7.7% |
| 3M | -4.0% | -48.9% | +44.9% | -4.2% |
| 6M | -5.7% | -62.4% | +56.7% | -5.4% |
| YTD | +17.2% | -64.2% | +81.4% | +17.3% |
| 1Y | +17.2% | -60.9% | +78.1% | +15.1% |
| All | +17.2% | -59.1% | +76.3% | +15.1% |
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