+6,179.1%
WMT vs IONS
+170.3%
+6,008.8%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.4% | -4.9% | +1.1% |
| 7D | +2.0% | -26.3% | +28.3% | +3.6% |
| 30D | +10.3% | -31.9% | +42.2% | +12.4% |
| 3M | +11.0% | -48.0% | +58.9% | +14.7% |
| 6M | -2.3% | -62.6% | +60.2% | +2.6% |
| YTD | +15.7% | -63.3% | +79.0% | +21.6% |
| 1Y | +26.0% | -58.4% | +84.4% | +31.4% |
| 3Y | +136.5% | -38.2% | +174.7% | +138.6% |
| 5Y | +176.8% | -11.1% | +188.0% | +170.6% |
| 10Y | +537.5% | -31.7% | +569.3% | +516.9% |
| All | +6,179.1% | +170.3% | +6,008.8% | +4,444.5% |
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