+242.9%
WPM vs IONS
-34.1%
+277.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -21.4% | +27.0% | +7.4% |
| 7D | +20.8% | -24.8% | +45.6% | +23.5% |
| 30D | +3.8% | -31.5% | +35.4% | +7.2% |
| 3M | +7.4% | -45.2% | +52.6% | +13.4% |
| 6M | +4.0% | -59.1% | +63.0% | +11.8% |
| YTD | +23.0% | -60.8% | +83.8% | +32.9% |
| 1Y | +45.9% | -57.9% | +103.8% | +56.8% |
| 3Y | +242.9% | -34.5% | +277.4% | +251.1% |
| All | +242.9% | -34.1% | +277.1% | +251.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling