+13.0%
WMB vs IONS
-55.7%
+68.7%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -21.4% | +25.1% | +3.2% |
| 7D | -6.7% | -24.8% | +18.2% | -7.1% |
| 30D | -8.6% | -31.5% | +23.0% | -8.9% |
| 3M | -4.9% | -45.2% | +40.3% | -4.9% |
| 6M | -6.3% | -59.1% | +52.8% | -5.8% |
| YTD | +13.0% | -60.8% | +73.8% | +13.4% |
| All | +13.0% | -55.7% | +68.7% | +10.9% |
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