+50.2%
WST vs IONS
-59.8%
+110.0%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.1% | +8.9% | +0.2% |
| 7D | +1.4% | -30.3% | +31.6% | +2.6% |
| 30D | +12.7% | -37.7% | +50.5% | +14.9% |
| 3M | +17.2% | -50.5% | +67.7% | +21.0% |
| 6M | +26.7% | -62.8% | +89.4% | +31.2% |
| YTD | +50.3% | -64.4% | +114.7% | +56.4% |
| 1Y | +50.2% | -59.5% | +109.7% | +45.9% |
| All | +50.2% | -59.8% | +110.0% | +45.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling