+550.8%
WPM vs IONS
+84.6%
+466.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.2% |
| 7D | +3.9% | -8.7% | +12.5% | +4.5% |
| 30D | +17.7% | -1.6% | +19.3% | +17.8% |
| 3M | +39.4% | -24.9% | +64.3% | +41.6% |
| 6M | +6.4% | -25.7% | +32.1% | +8.1% |
| YTD | +34.0% | -29.2% | +63.2% | +36.6% |
| 1Y | +50.5% | -13.0% | +63.5% | +51.5% |
| 3Y | +280.3% | +35.9% | +244.4% | +267.2% |
| 5Y | +266.3% | +54.5% | +211.8% | +250.1% |
| 10Y | +550.8% | +93.1% | +457.7% | +516.1% |
| All | +550.8% | +84.6% | +466.2% | +516.1% |
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