+85.4%
IONS vs MDY
+175.0%
-89.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.3% | +0.1% |
| 7D | -4.3% | -2.5% | -1.7% | -2.4% |
| 30D | +0.4% | -5.0% | +5.5% | +4.5% |
| 3M | -24.1% | +0.5% | -24.6% | -24.7% |
| 6M | -26.4% | +8.0% | -34.5% | -31.3% |
| YTD | -29.7% | +12.2% | -41.8% | -36.2% |
| 1Y | -13.0% | +14.0% | -27.0% | -22.3% |
| 3Y | +35.0% | +48.2% | -13.1% | -3.4% |
| 5Y | +54.2% | +46.1% | +8.1% | +10.6% |
| All | +85.4% | +175.0% | -89.6% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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