+5,214.4%
WPM vs IONS
+615.5%
+4,598.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -9.1% | +4.0% | -3.9% |
| 7D | +16.4% | -30.3% | +46.6% | +21.1% |
| 30D | -1.5% | -37.7% | +36.3% | +4.0% |
| 3M | +2.6% | -50.5% | +53.0% | +11.3% |
| 6M | -1.3% | -62.8% | +61.4% | +10.3% |
| YTD | +16.8% | -64.4% | +81.1% | +31.2% |
| 1Y | +34.1% | -59.5% | +93.6% | +48.3% |
| 3Y | +225.1% | -39.2% | +264.3% | +233.3% |
| 5Y | +234.5% | -15.3% | +249.8% | +222.3% |
| 10Y | +674.1% | -31.2% | +705.3% | +607.8% |
| All | +5,214.4% | +615.5% | +4,598.9% | +1,992.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling