+451.4%
WST vs IONS
-5.7%
+457.1%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -21.4% | +24.7% | +6.8% |
| 7D | +1.3% | -24.8% | +26.1% | +5.5% |
| 30D | +12.9% | -31.5% | +44.4% | +19.4% |
| 3M | +16.7% | -45.2% | +61.9% | +27.8% |
| 6M | +26.8% | -59.1% | +85.9% | +44.6% |
| YTD | +50.5% | -60.8% | +111.3% | +72.5% |
| 1Y | +52.9% | -57.9% | +110.7% | +72.8% |
| 3Y | +23.9% | -34.5% | +58.4% | +24.8% |
| 5Y | +1.0% | -8.8% | +9.9% | -6.4% |
| 10Y | +451.4% | -19.2% | +470.6% | +409.9% |
| All | +451.4% | -5.7% | +457.1% | +409.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling