+5,821.6%
WMB vs IONS
+440.4%
+5,381.2%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +0.6% | -4.8% | +5.4% | +1.2% |
| 30D | +3.3% | +7.2% | -3.9% | +2.2% |
| 3M | +3.1% | -22.7% | +25.8% | +5.9% |
| 6M | -0.7% | -26.9% | +26.2% | +2.5% |
| YTD | +25.2% | -26.6% | +51.7% | +29.0% |
| 1Y | +32.9% | -2.1% | +35.0% | +31.6% |
| 3Y | +140.6% | +43.4% | +97.1% | +120.2% |
| 5Y | +273.5% | +47.0% | +226.5% | +232.9% |
| 10Y | +334.2% | +97.2% | +237.0% | +252.4% |
| All | +5,821.6% | +440.4% | +5,381.2% | +3,291.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling