+5,928.6%
WPM vs IONS
+1,374.4%
+4,554.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.0% | -1.0% |
| 7D | +1.1% | -4.8% | +5.9% | +1.7% |
| 30D | +26.4% | +7.2% | +19.2% | +25.2% |
| 3M | +20.8% | -22.7% | +43.5% | +23.9% |
| 6M | +1.1% | -26.9% | +28.0% | +4.4% |
| YTD | +32.5% | -26.6% | +59.0% | +36.8% |
| 1Y | +51.5% | -2.1% | +53.6% | +50.7% |
| 3Y | +267.0% | +43.4% | +223.6% | +238.8% |
| 5Y | +250.1% | +47.0% | +203.1% | +216.0% |
| 10Y | +540.4% | +97.2% | +443.2% | +405.3% |
| All | +5,928.6% | +1,374.4% | +4,554.2% | +2,081.0% |
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