+495.3%
WWD vs IONS
+84.6%
+410.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.2% | +0.7% | -0.2% |
| 7D | +0.6% | -8.7% | +9.3% | +2.4% |
| 30D | -5.1% | -1.6% | -3.5% | -4.9% |
| 3M | -11.2% | -24.9% | +13.6% | -7.4% |
| 6M | -12.0% | -25.7% | +13.6% | -8.0% |
| YTD | +12.0% | -29.2% | +41.2% | +18.1% |
| 1Y | +42.8% | -13.0% | +55.8% | +44.5% |
| 3Y | +168.9% | +35.9% | +133.0% | +138.9% |
| 5Y | +192.2% | +54.5% | +137.7% | +144.5% |
| 10Y | +495.3% | +93.1% | +402.2% | +375.4% |
| All | +495.3% | +84.6% | +410.7% | +375.4% |
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