+252.2%
IONS vs MTCH
+14,599.3%
-14,347.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.4% | +6.8% | +6.5% |
| 7D | -26.3% | +6.7% | -32.9% | -27.2% |
| 30D | -31.9% | -1.8% | -30.1% | -31.9% |
| 3M | -48.0% | +12.2% | -60.2% | -49.3% |
| 6M | -62.6% | +16.6% | -79.2% | -63.8% |
| YTD | -63.3% | +31.8% | -95.1% | -65.5% |
| 1Y | -58.4% | +30.8% | -89.2% | -60.8% |
| 3Y | -38.2% | +49.6% | -87.9% | -44.5% |
| 5Y | -11.1% | -70.3% | +59.2% | +3.3% |
| 10Y | -31.7% | +155.1% | -186.8% | -49.6% |
| All | +252.2% | +14,599.3% | -14,347.0% | +95.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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