+50.5%
WPM vs IONS
-8.4%
+58.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.3% |
| 7D | +3.9% | -8.7% | +12.5% | +5.5% |
| 30D | +17.7% | -1.6% | +19.3% | +18.0% |
| 3M | +39.4% | -24.9% | +64.3% | +39.9% |
| 6M | +6.4% | -25.7% | +32.1% | +7.2% |
| YTD | +34.0% | -29.2% | +63.2% | +38.6% |
| 1Y | +50.5% | -13.0% | +63.5% | +62.1% |
| All | +50.5% | -8.4% | +58.9% | +62.1% |
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 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