-12.5%
IONS vs MDY
+15.0%
-27.5%
-40.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.1% | -0.2% | -0.8% |
| 7D | -8.7% | -0.8% | -7.9% | -8.4% |
| 30D | -1.6% | -3.9% | +2.2% | 0.0% |
| 3M | -24.9% | 0.0% | -24.8% | -25.1% |
| 6M | -25.7% | +8.5% | -34.2% | -29.7% |
| YTD | -29.2% | +13.2% | -42.4% | -34.2% |
| All | -12.5% | +15.0% | -27.5% | -19.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling