+674.1%
WPM vs IONS
-27.6%
+701.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.1% | +4.0% | -4.4% |
| 7D | +16.4% | -30.3% | +46.6% | +19.2% |
| 30D | -1.5% | -37.7% | +36.3% | +1.8% |
| 3M | +2.6% | -50.5% | +53.0% | +7.9% |
| 6M | -1.3% | -62.8% | +61.4% | +5.5% |
| YTD | +16.8% | -64.4% | +81.1% | +25.3% |
| 1Y | +34.1% | -59.5% | +93.6% | +42.7% |
| 3Y | +225.1% | -39.2% | +264.3% | +231.4% |
| 5Y | +234.5% | -15.3% | +249.8% | +232.8% |
| 10Y | +674.1% | -31.2% | +705.3% | +691.0% |
| All | +674.1% | -27.6% | +701.7% | +691.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling