+26.0%
WMT vs IONS
-60.0%
+85.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +1.3% |
| 7D | +2.0% | -26.3% | +28.3% | +2.8% |
| 30D | +10.3% | -31.9% | +42.2% | +11.3% |
| 3M | +11.0% | -48.0% | +58.9% | +13.3% |
| 6M | -2.3% | -62.6% | +60.2% | +1.0% |
| YTD | +15.7% | -63.3% | +79.0% | +20.4% |
| 1Y | +26.0% | -58.4% | +84.4% | +35.9% |
| All | +26.0% | -60.0% | +85.9% | +35.9% |
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