+43.5%
WWD vs IONS
-7.3%
+50.7%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.4% | +0.4% | -1.6% |
| 7D | +0.8% | -5.3% | +6.1% | +1.7% |
| 30D | -6.4% | +0.3% | -6.7% | -6.6% |
| 3M | -5.6% | -22.9% | +17.3% | -5.3% |
| 6M | -9.1% | -23.4% | +14.3% | -8.3% |
| YTD | +12.5% | -28.3% | +40.8% | +16.0% |
| All | +43.5% | -7.3% | +50.7% | +47.1% |
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