+15,241.3%
WWD vs IONS
+304.7%
+14,936.6%
-83.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.3% |
| 7D | +3.7% | -29.4% | +33.2% | +7.8% |
| 30D | +1.8% | -35.1% | +36.9% | +6.8% |
| 3M | -5.0% | -48.9% | +43.9% | +2.6% |
| 6M | -8.4% | -62.4% | +54.0% | +2.1% |
| YTD | +12.3% | -64.2% | +76.5% | +25.8% |
| 1Y | +26.2% | -60.9% | +87.1% | +40.0% |
| 3Y | +154.6% | -38.9% | +193.5% | +161.2% |
| 5Y | +195.3% | -15.6% | +210.8% | +186.0% |
| 10Y | +466.3% | -33.5% | +499.7% | +443.9% |
| All | +15,241.3% | +304.7% | +14,936.6% | +9,981.2% |
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