+100.5%
WMT vs IONS
+39.5%
+60.9%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.4% | -0.9% |
| 7D | +0.1% | -5.3% | +5.4% | +0.4% |
| 30D | -5.0% | +0.3% | -5.2% | -5.0% |
| 3M | -11.3% | -22.9% | +11.6% | -10.4% |
| 6M | -13.8% | -23.4% | +9.6% | -13.0% |
| YTD | -4.2% | -28.3% | +24.1% | -3.0% |
| 1Y | +4.6% | -7.0% | +11.6% | +4.6% |
| 3Y | +100.5% | +37.6% | +62.9% | +91.9% |
| All | +100.5% | +39.5% | +60.9% | +91.9% |
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 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