+146.3%
WWD vs IONS
-16.4%
+162.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +1.6% | +1.8% | +3.2% |
| 7D | +4.2% | -9.4% | +13.6% | +5.6% |
| 30D | -2.1% | -10.7% | +8.6% | -0.6% |
| 3M | -13.2% | -27.7% | +14.5% | -9.3% |
| 6M | -16.9% | -48.7% | +31.8% | -9.7% |
| YTD | +5.2% | -50.2% | +55.4% | +14.8% |
| 1Y | +20.6% | -46.8% | +67.4% | +30.5% |
| 3Y | +146.3% | -14.8% | +161.2% | +140.9% |
| All | +146.3% | -16.4% | +162.7% | +140.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling