+5,499.2%
WPM vs IONS
+686.8%
+4,812.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -21.4% | +27.0% | +8.3% |
| 7D | +20.8% | -24.8% | +45.6% | +24.6% |
| 30D | +3.8% | -31.5% | +35.4% | +8.3% |
| 3M | +7.4% | -45.2% | +52.6% | +15.1% |
| 6M | +4.0% | -59.1% | +63.0% | +14.8% |
| YTD | +23.0% | -60.8% | +83.8% | +36.6% |
| 1Y | +45.9% | -57.9% | +103.8% | +60.5% |
| 3Y | +242.9% | -34.5% | +277.4% | +248.3% |
| 5Y | +259.5% | -8.8% | +268.3% | +243.2% |
| 10Y | +577.7% | -19.2% | +597.0% | +504.8% |
| All | +5,499.2% | +686.8% | +4,812.4% | +2,078.9% |
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