+260.0%
WPM vs IONS
+51.6%
+208.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.4% |
| 7D | +7.0% | -5.3% | +12.3% | +7.6% |
| 30D | +15.7% | +0.3% | +15.5% | +15.7% |
| 3M | +35.2% | -22.9% | +58.1% | +37.9% |
| 6M | +6.1% | -23.4% | +29.5% | +8.3% |
| YTD | +32.6% | -28.3% | +60.9% | +36.4% |
| 1Y | +46.9% | -7.0% | +53.9% | +47.2% |
| 3Y | +276.3% | +37.6% | +238.7% | +253.1% |
| 5Y | +260.0% | +53.4% | +206.6% | +230.2% |
| All | +260.0% | +51.6% | +208.4% | +230.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling