+142.3%
WMB vs IONS
+43.7%
+98.6%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.6% | -4.8% | +5.4% | +0.8% |
| 30D | +3.3% | +7.2% | -3.9% | +2.9% |
| 3M | +3.1% | -22.7% | +25.8% | +4.1% |
| 6M | -0.7% | -26.9% | +26.2% | +0.4% |
| YTD | +25.2% | -26.6% | +51.7% | +26.5% |
| 1Y | +32.9% | -2.1% | +35.0% | +32.2% |
| All | +142.3% | +43.7% | +98.6% | +125.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling