+17,271.5%
WST vs IONS
+266.7%
+17,004.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.6% | +0.3% | +1.7% |
| 7D | -3.1% | -9.4% | +6.3% | -2.2% |
| 30D | +9.1% | -10.7% | +19.8% | +10.2% |
| 3M | +14.7% | -27.7% | +42.3% | +17.8% |
| 6M | +28.0% | -48.7% | +76.7% | +35.0% |
| YTD | +45.6% | -50.2% | +95.8% | +53.8% |
| 1Y | +45.7% | -46.8% | +92.5% | +52.8% |
| 3Y | +21.1% | -14.8% | +35.9% | +20.2% |
| 5Y | +0.3% | +17.0% | -16.7% | -4.1% |
| 10Y | +449.0% | +45.3% | +403.7% | +401.2% |
| All | +17,271.5% | +266.7% | +17,004.8% | +12,470.8% |
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