+198.5%
WWD vs IONS
+55.3%
+143.2%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.1% | +1.1% |
| 7D | +1.3% | -4.8% | +6.1% | +2.0% |
| 30D | -7.2% | +7.2% | -14.4% | -8.3% |
| 3M | -3.8% | -22.7% | +18.8% | -1.0% |
| 6M | -9.9% | -26.9% | +17.0% | -6.4% |
| YTD | +14.8% | -26.6% | +41.4% | +19.2% |
| 1Y | +42.1% | -2.1% | +44.2% | +40.9% |
| 3Y | +170.8% | +43.4% | +127.4% | +142.3% |
| All | +198.5% | +55.3% | +143.2% | +153.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling