+40.0%
WPM vs IONS
-44.5%
+84.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -0.7% | +12.7% | +12.1% |
| 7D | +3.9% | -10.6% | +14.5% | +6.2% |
| 30D | -3.5% | -7.7% | +4.2% | -2.0% |
| 3M | +14.1% | -27.1% | +41.2% | +21.1% |
| 6M | +6.2% | -46.8% | +53.0% | +13.7% |
| YTD | +12.4% | -49.2% | +61.6% | +24.2% |
| 1Y | +40.0% | -44.9% | +84.9% | +53.2% |
| All | +40.0% | -44.5% | +84.5% | +53.2% |
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