+22.5%
MA vs IONS
-44.5%
+67.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.7% | +4.6% | +4.0% |
| 7D | +10.2% | -10.6% | +20.8% | +10.6% |
| 30D | +19.3% | -7.7% | +27.0% | +19.6% |
| 3M | +18.0% | -27.1% | +45.1% | +19.5% |
| 6M | +33.7% | -46.8% | +80.5% | +36.1% |
| YTD | +18.6% | -49.2% | +67.8% | +20.5% |
| 1Y | +22.5% | -44.9% | +67.4% | +23.5% |
| All | +22.5% | -44.5% | +67.0% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling